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Sponsor portfolio

MOYER & SON, INC.

EIN 23-1667111-consumer goods-Latest filing 2025
Plans
2
Retirement
1
$21.0M assets
Welfare
1
$107K premiums
Participants
601
P.O. BOX 64198 - SOUDERTON, PA 18964215-723-6000LinkedIn201-500 employeesconsumer goods
Plans on this EIN
2 filings
#001401k-$21.0M - 340 part#503Mixed-$107K - 258 lives

Benefits portfolio analytics

1 plan / $107K premiums / 258 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$77K
  • Life$41K
  • Health$29K
  • Long-term disability$20K
  • Short-term disability$10K
Total $107K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA67%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY27%
  • PENN FOUNDATION6%
Total $107K3 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • THE GRAHAM COMPANY55%
  • JAMES R NELLIGAN & ASSOCIATES LLC37%
  • MARSH & MCLENNAN AGENCY LLC8%
Total $19K3 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

MOYER & SON, INC. 401(K) PLAN

401k

Assets$21.0M
Participants340
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

MOYER & SON, INC. WELFARE BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$107K
Covered lives258
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MOYER & SON, INC. 401(K) PLAN401k$21.0M3402025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503MOYER & SON, INC. WELFARE BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$107K2582025
Retirement plans
Welfare plans
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