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  2. PEI/GENESIS, INC.
Sponsor portfolioTH

PEI/GENESIS, INC.

EIN 23-1327335-electrical/electronic manufacturing-Latest filing 2025
Plans
2
Retirement
1
$36.1M assets
Welfare
1
$3.8M premiums
Participants
972
2180 HORNIG ROAD - PHILADELPHIA, PA 19116215-673-0400peigenesis.comLinkedIn501-1000 employeeselectrical/electronic manufacturing
Plans on this EIN
2 filings
#001401k-$36.1M - 622 part#504Mixed-$3.8M - 537 lives

Benefits portfolio analytics

1 plan / $3.8M premiums / 537 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.3M
  • Prescription drug$3.3M
  • Dental$418K
  • Life$342K
  • Long-term disability$342K
  • Other$342K
  • +1 more
Total $3.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • UNITED HEALTHCARE INSURANCE COMPANY50%
  • PHYSICIANS HEALTH PLAN OF NORTHERN INDIANA INC39%
  • PRINCIPAL LIFE INSURANCE COMPANY9%
  • PARAMOUNT DENTAL2%
  • VISION SERVICE PLAN1%
  • +1 more
Total $3.8M6 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • BEACON BENEFITS LLC84%
  • ASSUREDPARTNERS16%
Total $192K2 slices

Plan deep-dives

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

PEI/GENESIS, INC. TAX DEFERRAL AND SAVINGS PLAN

401k

Assets$36.1M
Participants622
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

PEI-GENESIS, INC. PREMIUM CONVERSION PLAN

Mixed - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$3.8M
Covered lives537
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PEI/GENESIS, INC. TAX DEFERRAL AND SAVINGS PLAN401k$36.1M6222025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504PEI-GENESIS, INC. PREMIUM CONVERSION PLANMixedUNITED HEALTHCARE INSURANCE COMPANY$3.8M5372024
Retirement plans
Welfare plans
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