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Sponsor portfolioTH

PHILLIPS MUSHROOM FARMS, L.P.

EIN 23-1630612-Agriculture, Forestry, Fishing and Hunting-Latest filing 2025
Plans
2
Retirement
1
$26.4M assets
Welfare
1
$298K premiums
Participants
1,306
1011 KAOLIN ROAD, P.O. BOX 190 - KENNETT SQUARE, PA 193482605610-925-0520
Plans on this EIN
2 filings
#001401k-$26.4M - 565 part#501Mixed-$298K - 725 lives

Benefits portfolio analytics

1 plan / $298K premiums / 725 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$124K
  • Dental$113K
  • Short-term disability$40K
  • Life$25K
  • Vision$21K
Total $298K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY55%
  • UNITED CONCORDIA INSURANCE COMPANY38%
  • UNITEDHEALTHCARE INSURANCE COMPANY7%
Total $298K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AP BENEFIT ADVISORS, LLC100%
Total $34K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PHILLIPS MUSHROOM FARMS 401K PLAN

401k

Assets$26.4M
Participants565
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PHILLIPS MUSHROOM FARMS FLEXIBLE BENEFITS PLAN

Mixed - UNITED CONCORDIA INSURANCE COMPANY

Premiums$298K
Covered lives725
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PHILLIPS MUSHROOM FARMS 401K PLAN401k$26.4M5652025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PHILLIPS MUSHROOM FARMS FLEXIBLE BENEFITS PLANMixedUNITED CONCORDIA INSURANCE COMPANY$298K7252025
Retirement plans
Welfare plans
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