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Sponsor portfolioTH

VALUE DRUG COMPANY

EIN 23-1179140-wholesale-Latest filing 2024
Plans
2
Retirement
1
$45.2M assets
Welfare
1
$394K premiums
Participants
488
195 THEATER DRIVE - DUNCANSVILLE, PA 16635814-282-2207valuedrugco.comLinkedIn201-500 employeeswholesale
Plans on this EIN
2 filings
#001401k-$45.2M - 264 part#501Mixed-$394K - 218 lives

Benefits portfolio analytics

1 plan / $394K premiums / 218 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$263K
  • Life$239K
  • Short-term disability$239K
  • Long-term disability$239K
  • Dental$105K
  • Vision$27K
Total $394K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY61%
  • UNITED CONCORDIA INSURANCE COMPANY27%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY7%
  • AFLAC6%
Total $394K4 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • AP BENEFIT ADVISORS, LLC69%
  • GCG FINANCIAL LLC18%
  • AMERICAN INSURANCE ADMINS. LLC11%
  • MULTIPLE BROKERS (SEE APPENDIX)3%
Total $68K4 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

VALUE DRUG COMPANY 401(K) PROFIT-SHARING PLAN

401k

Assets$45.2M
Participants264
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VALUE DRUG COMPANY WELFARE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$394K
Covered lives218
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VALUE DRUG COMPANY 401(K) PROFIT-SHARING PLAN401k$45.2M2642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VALUE DRUG COMPANY WELFARE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$394K2182024
Retirement plans
Welfare plans
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