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Sponsor portfolio

T. BAIRD MCILVAIN COMPANY

EIN 23-1471601-Wholesale Trade-Latest filing 2025
Plans
3
Retirement
2
$10.3M assets
Welfare
1
$150K premiums
Participants
99
370 POPLAR STREET - HANOVER, PA 17331717-630-0025
Plans on this EIN
3 filings
#001401k-$8.9M - 41 part#002CashBalance-$1.4M - 35 part#501Mixed-$150K - 43 lives

Retirement portfolio analytics

2 plans aggregated / $10.3M assets / 76 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • PROFIT SHARING PLAN (#001)86%
  • CASH BALANCE PLAN (#002)14%
Total $10.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)41
  • CASH BALANCE PLAN (#002)35
Total 76Click row to drill in

Benefits portfolio analytics

1 plan / $150K premiums / 43 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$135K
  • Dental$13K
  • Vision$1K
Total $150K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • HM LIFE INSURANCE COMPANY90%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA9%
  • NGL1%
Total $150K3 slices

Broker market share

Schedule A broker compensation

Split broker
62%top
  • WEBB INSURANCE62%
  • GIS BENEFITS INC34%
  • BOB HART INSURANCE INC4%
Total $2K3 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

T. BAIRD MCILVAIN COMPANY 401(K) PROFIT SHARING PLAN

401k

Assets$8.9M
Participants41
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

T. BAIRD MCILVAIN COMPANY CASH BALANCE PLAN

CashBalance

Assets$1.4M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

T BAIRD MCILVAIN COMPANY EMPLOYEE BENEFIT PLAN (501)

Mixed - HM LIFE INSURANCE COMPANY

Premiums$150K
Covered lives43
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001T. BAIRD MCILVAIN COMPANY 401(K) PROFIT SHARING PLAN401k$8.9M412025
002T. BAIRD MCILVAIN COMPANY CASH BALANCE PLANCashBalance$1.4M352025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501T BAIRD MCILVAIN COMPANY EMPLOYEE BENEFIT PLAN (501)MixedHM LIFE INSURANCE COMPANY$150K432025
Retirement plans
Welfare plans
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