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Sponsor portfolio

JEROME H. RHOADS, INC.

EIN 23-1521282-construction-Latest filing 2025
Plans
3
Retirement
2
$12.0M assets
Welfare
1
$699K premiums
Participants
520
205 HAZEL ST - LANCASTER, PA 17603717-397-5277LinkedIn1-10 employeesconstruction
Plans on this EIN
3 filings
#002401k-$7.5M - 200 part#003ESOP-$4.5M - 161 part#502Mixed-$699K - 185 lives

Retirement portfolio analytics

2 plans aggregated / $12.0M assets / 361 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • RHOADS ENERGY 401(K) (#002)62%
  • EMPLOYEE STOCK OWNERSHIP (#003)38%
Total $12.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RHOADS ENERGY 401(K) (#002)200
  • EMPLOYEE STOCK OWNERSHIP (#003)161
Total 361Click row to drill in

Benefits portfolio analytics

1 plan / $699K premiums / 185 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$552K
  • Short-term disability$57K
  • Other$43K
  • Life$34K
  • Long-term disability$27K
  • Vision$12K
  • +1 more
Total $699K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • HM LIFE INSURANCE COMPANY79%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY18%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA2%
  • DELTA DENTAL OF CALIFORNIA1%
Total $699K4 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • ENGLE-HAMBRIGHT & DAVIES, INC.54%
  • MCCONKEY BENEFITS & FINANCIAL SERV22%
  • JAMES R NELLIGAN & ASSOCIATES LLC21%
  • DMC BENEFITS INC2%
Total $21K4 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

RHOADS ENERGY 401(K) PLAN

401k

Assets$7.5M
Participants200
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

JEROME H. RHOADS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$4.5M
Participants161
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

JEROME H. RHOADS, INC. GROUP INSURANCE PLAN

Mixed - HM LIFE INSURANCE COMPANY

Premiums$699K
Covered lives185
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002RHOADS ENERGY 401(K) PLAN401k$7.5M2002024
003JEROME H. RHOADS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$4.5M1612024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502JEROME H. RHOADS, INC. GROUP INSURANCE PLANMixedHM LIFE INSURANCE COMPANY$699K1852025
Retirement plans
Welfare plans
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