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THE BENECON GROUP, LLC

EIN 23-1315351-insurance-Latest filing 2025
Plans
4
Retirement
1
$33.0M assets
Welfare
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
#001401k-$33.0M - 277 part#503Self Funded-$1.4M - 215 lives#502Mixed-$189K - 239 lives#501Self Funded-0 lives

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • HM LIFE INSURANCE COMPANY88%
  • AMERICAN UNITED LIFE INSURANCE COMPANY12%
Total $1.6M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • THE BENECON GROUP100%
Total $39K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

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

401k

Assets$33.0M
Participants277
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

THE BENECON GROUP, LLC GROUP MEDICAL PLAN

Self Funded - HM LIFE INSURANCE COMPANY

Premiums$1.4M
Covered lives215
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

THE BENECON GROUP, LLC GROUP INSURANCE PLAN

Mixed - AMERICAN UNITED LIFE INSURANCE COMPANY

Premiums$189K
Covered lives239
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

THE BENECON GROUP, LLC GROUP HEALTH PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE BENECON GROUP, LLC 401(K) PROFIT SHARING PLAN401k$33.0M2772025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest 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
Retirement plans
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