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  2. The Benecon Group, LLC
  • Benefits analytics
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  • Health & Benefits plans

Filings through Oct 24, 2026.

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The Benecon Group, LLC

EIN 23-1315351-insurance-Latest filing 2025
Plans
4
Retirement
1
$33.0M assets
Health & Benefits
3
$1.6M premiums
Participants
736
201 EAST OREGON ROAD, SUITE 100 - LITITZ, PA 17543888-400-4647LinkedIn51-200 employeesinsurance
Plans on this EIN
4 filings
#001401(k)-$33.0M - 277 part#503Self-funded-$1.4M - 215 lives#502Mixed-$189K - 239 lives#501Self-funded-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.

Benefits portfolio analytics

3 plans / $1.6M premiums / 454 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.4M
  • Life$189K
  • Short-term disability$189K
  • Long-term disability$189K
  • Other$189K
Total $1.6M5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

THE BENECON GROUP, LLC 401(K) PROFIT SHARING PLAN

401(k)

Assets$33.0M
Participants277
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

THE BENECON GROUP, LLC GROUP MEDICAL PLAN

Self-funded - HM LIFE INSURANCE COMPANY

Premiums$1.4M
Covered lives215
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

THE BENECON GROUP, LLC GROUP INSURANCE PLAN

Mixed - AMERICAN UNITED LIFE INSURANCE COMPANY

Premiums$189K
Covered lives239
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

THE BENECON GROUP, LLC GROUP HEALTH PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001THE BENECON GROUP, LLC 401(K) PROFIT SHARING PLAN401(k)$33.0M2772025
  • THE BENECON GROUP, LLC 401(K) PROFIT SHARING PLAN$33.0M
    #001 · 401(k) · 2025277

Health & Benefits plans

3 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#503THE BENECON GROUP, LLC GROUP MEDICAL PLANSelf-fundedHM LIFE INSURANCE COMPANY$1.4M2152025
#502THE BENECON GROUP, LLC GROUP INSURANCE PLANMixedAMERICAN UNITED LIFE INSURANCE COMPANY$189K2392025
#501THE BENECON GROUP, LLC GROUP HEALTH PLANSelf-funded-$002024
  • THE BENECON GROUP, LLC GROUP MEDICAL PLAN$1.4M
    #503 · Self-funded · HM LIFE INSURANCE COMPANY · 2025215
  • THE BENECON GROUP, LLC GROUP INSURANCE PLAN$189K
    #502 · Mixed · AMERICAN UNITED LIFE INSURANCE COMPANY · 2025239
  • THE BENECON GROUP, LLC GROUP HEALTH PLAN$0
    #501 · Self-funded · 20240
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
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