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STRADLEY, RONON, STEVENS & YOUNG, LLP

EIN 23-1130381-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
4
Retirement
3
$237.1M assets
Welfare
1
$5.4M premiums
Participants
1,174
2005 MARKET STREET, SUITE 2600 - PHILADELPHIA, PA 191037018215-564-8000
Plans on this EIN
4 filings
#001401k-$188.2M - 389 part#004401k-$31.6M - 185 part#002401k-$17.3M - 196 part#503Fully Insured-$5.4M - 538 lives

Retirement portfolio analytics

3 plans aggregated / $237.1M assets / 770 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • RETIREMENT PLAN I (#001)79%
  • RETIREMENT PLAN II (#004)13%
  • YOUNG LLP 401(K) (#002)7%
Total $237.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
93%top
  • CHARLES SCHWAB & CO., INC.93%
  • (Not disclosed)7%
Total $237.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT PLAN I (#001)389
  • YOUNG LLP 401(K) (#002)196
  • RETIREMENT PLAN II (#004)185
Total 770Click row to drill in

Benefits portfolio analytics

1 plan / $5.4M premiums / 538 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$5.1M
  • Health$4.4M
  • Prescription drug$4.4M
  • Long-term disability$667K
  • Life$617K
  • Dental$194K
  • +1 more
Total $5.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • BLUE CROSS OF CALIFORNIA83%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA12%
  • DELTA DENTAL OF CALIFORNIA4%
  • VISION SERVICE PLAN1%
  • CAREBRIDGE CORPORATION0%
  • +1 more
Total $5.4M6 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • CONNER STRONG & BUCKELEW98%
  • TOMPKINS INSURANCE AGENCIES2%
  • HARRIS S. FISHMAN0%
Total $66K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I

401k

Assets$188.2M
Participants389
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN II

401k

Assets$31.6M
Participants185
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

STRADLEY, RONON, STEVENS & YOUNG LLP 401(K) PLAN

401k

Assets$17.3M
Participants196
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

THE STRADLEY RONON STEVENS & YOUNG, LLP HEALTH AND WELFARE BENEFITS PROGRAM

Fully Insured - INDEPENDENCE BLUE CROSS (PERSONAL CHOICE)

Premiums$5.4M
Covered lives538
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I401k$188.2M3892024
004STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN II401k$31.6M1852024
002STRADLEY, RONON, STEVENS & YOUNG LLP 401(K) PLAN401k$17.3M1962024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503THE STRADLEY RONON STEVENS & YOUNG, LLP HEALTH AND WELFARE BENEFITS PROGRAMFully InsuredINDEPENDENCE BLUE CROSS (PERSONAL CHOICE)$5.4M5382024
Retirement plans
Welfare plans
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