Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.0M
- Prescription drug$2.0M
- Dental$196K
- Vision$196K
- Life$196K
- Short-term disability$196K
- +2 more
Sponsor portfolioTH
BROCK AND COMPANY, INC.
EIN 23-1294892Accommodation and Food ServicesLatest filing 2025
Plans
2
Retirement
1
$15.1M assets
Welfare
1
$2.2M premiums
Participants
826
257 GREAT VALLEY PARKWAY - MALVERN, PA 19355610-560-4244
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.2M premiums / 467 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- BLUE CROSS OF CALIFORNIA91%
- METROPOLITAN LIFE INSURANCE COMPANY9%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BROCK AND COMPANY, INC. 401K RETIREMENT PLAN
401k
Assets$15.1M
Participants490
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
BROCK & COMPANY, INC. WELFARE BENEFIT PLAN
Fully Insured - INDEPENDENCE BLUE CROSS
Premiums$2.2M
Covered lives467
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BROCK AND COMPANY, INC. 401K RETIREMENT PLAN | 401k | $15.1M | 490 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | BROCK & COMPANY, INC. WELFARE BENEFIT PLAN | Fully Insured | INDEPENDENCE BLUE CROSS | $2.2M | 467 | 2025 |
Retirement plans
Welfare plans