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Sponsor portfolio

F.M. BROWN'S SONS, INC.

EIN 23-1308422-Manufacturing-Latest filing 2025
Plans
3
Retirement
1
$11.5M assets
Welfare
2
$634K premiums
Participants
396
205 WOODROW AVENUE - SINKING SPRING, PA 19608610-898-2214
Plans on this EIN
3 filings
#002401k-$11.5M - 159 part#503Self Funded-$529K - 94 lives#511Fully Insured-$105K - 150 lives

Benefits portfolio analytics

2 plans / $634K premiums / 244 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$529K
  • Other$60K
  • Dental$36K
  • Life$9K
  • Vision$7K
  • Long-term disability$2K
Total $634K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • UNITEDHEALTHCARE INSURANCE COMPANY83%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY10%
  • SUN LIFE ASSURANCE COMPANY OF CANADA6%
  • CAPITAL ADVANTAGE ASSURANCE COMPANY1%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY0%
Total $634K5 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • POWER-KUNKLE GROUP INC80%
  • JAMES R NELLIGAN & ASSOCIATES LLC14%
  • GALLAGHER BENEFIT SERVICES, INC.7%
Total $16K3 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

F.M. BROWN'S SONS, INC. 401(K) PLAN

401k

Assets$11.5M
Participants159
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

F.M. BROWNS SONS, INC. GROUP INSURANCE PLAN MAJOR MEDICAL & SURGICAL MEDICAL PLAN

Self Funded - OPTUM HEALTH (UNIMERICA INSURANCE COMPANY)

Premiums$529K
Covered lives94
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

F.M. BROWNS SONS, INC. EMPLOYEE BENEFIT PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$105K
Covered lives150
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002F.M. BROWN'S SONS, INC. 401(K) PLAN401k$11.5M1592025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503F.M. BROWNS SONS, INC. GROUP INSURANCE PLAN MAJOR MEDICAL & SURGICAL MEDICAL PLANSelf FundedOPTUM HEALTH (UNIMERICA INSURANCE COMPANY)$529K942024
511F.M. BROWNS SONS, INC. EMPLOYEE BENEFIT PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$105K1502024
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