Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$174K
- Dental$13K
Sponsor portfolio
ARTHUR FUNK & SONS, INC.
EIN 23-1541195ConstructionLatest filing 2025
Plans
2
Retirement
1
$15.7M assets
Welfare
1
$186K premiums
Participants
109
1405 BIRCH ROAD - LEBANON, PA 17042717-273-4122
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $186K premiums / 32 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- HM LIFE INSURANCE COMPANY93%
- SUN LIFE ASSURANCE COMPANY OF CANADA7%
- METROPOLITAN LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
75%top
- GCG FINANCIAL LLC75%
- ASSUREDPARTNERS18%
- AIA AMERICAN INS ADMINISTRATORS LLC8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ARTHUR FUNK & SONS, INC. RETIREMENT PLAN
401k
Assets$15.7M
Participants77
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
ARTHUR FUNK & SONS, INC. HEALTH & WELFARE PLAN
Mixed - HM LIFE INSURANCE COMPANY
Premiums$186K
Covered lives32
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ARTHUR FUNK & SONS, INC. RETIREMENT PLAN | 401k | $15.7M | 77 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | ARTHUR FUNK & SONS, INC. HEALTH & WELFARE PLAN | Mixed | HM LIFE INSURANCE COMPANY | $186K | 32 | 2025 |
Retirement plans
Welfare plans