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Sponsor portfolio

JULIUS SILVERT, INC.

EIN 23-1626373-wholesale-Latest filing 2025
Plans
2
Retirement
1
$4.8M assets
Welfare
1
$1.1M premiums
Participants
369
231 E. LUZERNE STREET - PHILADELPHIA, PA 19124215-455-1600juliussilvert.comLinkedIn51-200 employeeswholesale
Plans on this EIN
2 filings
#001401k-$4.8M - 225 part#501Fully Insured-$1.1M - 144 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 144 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Prescription drug$1.0M
  • Health$863K
  • Long-term disability$20K
  • Life$20K
  • Other$20K
  • Vision$9K
Total $1.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY4%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • ACRISURE LLC99%
  • GROUP BENEFITS LTD1%
Total $54K2 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

JULIUS SILVERT, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$4.8M
Participants225
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JULIUS SILVERT, INC. BENEFIT AND WELFARE PLAN

Fully Insured - INDEPENDENCE BLUE CROSS

Premiums$1.1M
Covered lives144
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JULIUS SILVERT, INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$4.8M2252025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JULIUS SILVERT, INC. BENEFIT AND WELFARE PLANFully InsuredINDEPENDENCE BLUE CROSS$1.1M1442025
Retirement plans
Welfare plans
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