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Sponsor portfolio

BARLEY SNYDER LLP

EIN 23-1499543-law practice-Latest filing 2025
Plans
3
Retirement
2
$102.2M assets
Welfare
1
$438K premiums
Participants
807
126 EAST KING STREET - LANCASTER, PA 17602717-299-5201barley.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filings
#002401k-$66.4M - 308 part#003ProfitSharing-$35.7M - 230 part#501Mixed-$438K - 268 lives

Retirement portfolio analytics

2 plans aggregated / $102.2M assets / 538 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • BARLEY SNYDER Savings (#002)65%
  • PROFIT SHARING PLAN (#003)35%
Total $102.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
65%top
  • FULTON FINANCIAL ADVISORS65%
  • CONRAD SIEGEL35%
Total $102.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BARLEY SNYDER Savings (#002)308
  • PROFIT SHARING PLAN (#003)230
Total 538Click row to drill in

Benefits portfolio analytics

1 plan / $438K premiums / 268 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$197K
  • Life$191K
  • Long-term disability$152K
  • Dental$78K
  • Vision$11K
Total $438K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA44%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA35%
  • BLUE CROSS OF CALIFORNIA20%
  • QUEST BEHAVIORAL HEALTH, INC.1%
Total $438K4 slices

Broker market share

Schedule A broker compensation

Split broker
35%top
  • ASSUREDPARTNERS35%
  • MARSH & MCLENNAN AGENCY LLC24%
  • AMERICAN INSURANCE ADMINISTRATOR22%
  • GCG FINANCIAL LLC19%
Total $51K4 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

BARLEY SNYDER SAVINGS PLAN

401k

Assets$66.4M
Participants308
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

BARLEY SNYDER PROFIT SHARING PLAN

ProfitSharing

Assets$35.7M
Participants230
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BARLEY SNYDER LLP WELFARE BENEFITS PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$438K
Covered lives268
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BARLEY SNYDER SAVINGS PLAN401k$66.4M3082025
003BARLEY SNYDER PROFIT SHARING PLANProfitSharing$35.7M2302025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BARLEY SNYDER LLP WELFARE BENEFITS PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$438K2682025
Retirement plans
Welfare plans
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