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Sponsor portfolio

ANDREW S. MCCREATH & SON, INC.

EIN 23-1519989-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$6.5M assets
Welfare
1
$305K premiums
Participants
71
1649 BOBALI DRIVE - HARRISBURG, PA 17104717-364-1440LinkedIn51-200 employeesindividual & family services
Plans on this EIN
2 filings
#003401k-$6.5M - 39 part#501Mixed-$305K - 68 lives

Benefits portfolio analytics

1 plan / $305K premiums / 68 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$264K
  • Life$25K
  • Short-term disability$25K
  • Long-term disability$25K
  • Other$25K
  • Dental$16K
  • +1 more
Total $305K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • HM LIFE INSURANCE COMPANY87%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
  • CAPITAL ADVANTAGE ASSURANCE COMPANY5%
Total $305K3 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • PCI INSURANCE AGENCY67%
  • INSURANCE COALITION32%
  • PETRONE ASSOCIATES, INC1%
Total $5K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

ANDREW S. MCCREATH & SON, INC RETIREMENT PLAN

401k

Assets$6.5M
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ANDREW S. MCCREATH & SON, INC. EMPLOYEE BENEFIT PLAN

Mixed - HM LIFE INSURANCE COMPANY

Premiums$305K
Covered lives68
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003ANDREW S. MCCREATH & SON, INC RETIREMENT PLAN401k$6.5M392025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ANDREW S. MCCREATH & SON, INC. EMPLOYEE BENEFIT PLANMixedHM LIFE INSURANCE COMPANY$305K682025
Retirement plans
Welfare plans
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