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Sponsor portfolioTH

PACE RESOURCES, INC.

EIN 23-1284813-financial services-Latest filing 2025
Plans
3
Retirement
1
$56.6M assets
Welfare
2
$952K premiums
Participants
737
445 WEST, PHILADELPHIA STREET - YORK, PA 17401717-852-1312pace-resources.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
3 filings
#002401k-$56.6M - 378 part#511Self Funded-$634K - 161 lives#510Fully Insured-$318K - 251 lives

Benefits portfolio analytics

2 plans / $952K premiums / 412 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$634K
  • Dental$106K
  • Short-term disability$76K
  • Other$55K
  • Long-term disability$42K
  • Life$22K
  • +1 more
Total $952K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • AVALON INSURANCE COMPANY67%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA22%
  • UNITED CONCORDIA INSURANCE COMPANY11%
Total $952K3 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • MCCONKEY BENEFITS & FINANCIAL SERV66%
  • ASSUREDPARTNERS22%
  • MATHER & STROHL ADMIN SVC INC12%
Total $22K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PACE RESOURCES, INC. RETIREMENT SAVINGS PLAN

401k

Assets$56.6M
Participants378
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

PACE RESOURCES, INC. GROUP MEDICAL PLAN

Self Funded - AVALON INSURANCE COMPANY

Premiums$634K
Covered lives161
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

PACE RESOURCES, INC. GROUP WELFARE PLAN

Fully Insured - UNITED CONCORDIA INSURANCE COMPANY

Premiums$318K
Covered lives251
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002PACE RESOURCES, INC. RETIREMENT SAVINGS PLAN401k$56.6M3782025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
511PACE RESOURCES, INC. GROUP MEDICAL PLANSelf FundedAVALON INSURANCE COMPANY$634K1612025
510PACE RESOURCES, INC. GROUP WELFARE PLANFully InsuredUNITED CONCORDIA INSURANCE COMPANY$318K2512025
Retirement plans
Welfare plans
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