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  2. ANTONIO ORIGLIO, INC.
Sponsor portfolio

ANTONIO ORIGLIO, INC.

EIN 23-1541334-Wholesale Trade-Latest filing 2024
Plans
2
Retirement
1
$59.2M assets
Welfare
1
$207K premiums
Participants
492
3000 MEETING HOUSE ROAD - PHILADELPHIA, PA 191541027215-698-9500
Plans on this EIN
2 filings
#003401k-$59.2M - 346 part#501Mixed-$207K - 146 lives

Benefits portfolio analytics

1 plan / $207K premiums / 146 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$207K
  • Life$202K
  • Short-term disability$119K
  • Long-term disability$83K
Total $207K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • AFLAC57%
  • SUN LIFE ASSURANCE COMPANY OF CANADA40%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA3%
Total $207K3 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • AUTUMN STROHMAIER54%
  • LOCKTON COMPANIES, LLC18%
  • MICHAEL C WALKER8%
  • MATTHEW D DIPASQUALE7%
  • ZACHARY WISLER5%
  • +3 more
Total $26K8 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

ANTONIO ORIGLIO, INC. PROFIT SHARING PLAN

401k

Assets$59.2M
Participants346
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ANTONIO ORIGLIO INC HEALTH & WELFARE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$207K
Covered lives146
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003ANTONIO ORIGLIO, INC. PROFIT SHARING PLAN401k$59.2M3462024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ANTONIO ORIGLIO INC HEALTH & WELFARE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$207K1462024
Retirement plans
Welfare plans
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