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Sponsor portfolio

FIRST START PARTNERSHIP FOR CHILDREN & FAMILIES

EIN 23-1152007-primary/secondary education-Latest filing 2025
Plans
3
Retirement
2
$2.9M assets
Welfare
1
$80K premiums
Participants
319
1438 EXCEL AVENUE - CHAMBERSBURG, PA 17201717-263-8019firststartpartnerships.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
3 filings
#001401k-$1.8M - 86 part#003401k-$1.1M - 53 part#503Fully Insured-$80K - 90 lives

Retirement portfolio analytics

2 plans aggregated / $2.9M assets / 139 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • & FAMILIES 401(K) (#001)63%
  • FAMILIES PRE-K 401(K) (#003)37%
Total $2.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & FAMILIES 401(K) (#001)86
  • FAMILIES PRE-K 401(K) (#003)53
Total 139Click row to drill in

Benefits portfolio analytics

1 plan / $80K premiums / 90 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$80K
  • Vision$80K
  • Life$80K
  • Short-term disability$80K
Total $80K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA100%
Total $80K1 slice

Broker market share

Schedule A broker compensation

Split broker
72%top
  • BROWN & BROWN INSURANCE SERVICES72%
  • ENROLLEASE28%
Total $14K2 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

FIRST START PARTNERSHIPS FOR CHILDREN & FAMILIES 401(K) PLAN

401k

Assets$1.8M
Participants86
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

FIRST START PARTNERSHIPS FOR CHILDREN & FAMILIES PRE-K 401(K) PLAN

401k

Assets$1.1M
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

FIRST START PARTNERSHIPS FOR CHILDREN & FAMILIES LIFE & SHORT TERM DISABILITY PLAN

Fully Insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$80K
Covered lives90
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FIRST START PARTNERSHIPS FOR CHILDREN & FAMILIES 401(K) PLAN401k$1.8M862024
003FIRST START PARTNERSHIPS FOR CHILDREN & FAMILIES PRE-K 401(K) PLAN401k$1.1M532024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503FIRST START PARTNERSHIPS FOR CHILDREN & FAMILIES LIFE & SHORT TERM DISABILITY PLANFully InsuredEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$80K902025
Retirement plans
Welfare plans
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