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Sponsor portfolio

OCCUPATIONAL SERVICES INC

EIN 23-1507464-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$1.6M assets
Welfare
1
$213K premiums
Participants
73
17 REDWOOD STREET - CHAMBERSBURG, PA 17201717-263-9293
Plans on this EIN
2 filings
#001401k-$1.6M - 40 part#501Mixed-$213K - 33 lives

Benefits portfolio analytics

1 plan / $213K premiums / 33 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$175K
  • Life$26K
  • Short-term disability$26K
  • Long-term disability$26K
  • Dental$12K
  • Vision$2K
Total $213K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • HM LIFE INSURANCE COMPANY82%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA12%
  • UNITED CONCORDIA INSURANCE COMPANY5%
  • CAPITAL ADVANTAGE ASSURANCE COMPANY1%
Total $213K4 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • STRICKLER AGENCY, INC74%
  • THE BENECON GROUP26%
Total $5K2 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

OCCUPATIONAL SERVICES INC RETIREMENT PLAN

401k

Assets$1.6M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OCCUPATIONAL SERVICES INC. EMPLOYEE BENEFIT PLAN

Mixed - HM LIFE INSURANCE COMPANY

Premiums$213K
Covered lives33
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OCCUPATIONAL SERVICES INC RETIREMENT PLAN401k$1.6M402025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OCCUPATIONAL SERVICES INC. EMPLOYEE BENEFIT PLANMixedHM LIFE INSURANCE COMPANY$213K332025
Retirement plans
Welfare plans
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