Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CONRAD M. SIEGEL, INC.
EIN 23-1669823financial servicesLatest filing 2025
Plans
3
Retirement
2
$105.8M assets
Welfare
1
$1.6M premiums
Participants
415
501 CORPORATE CIRCLE, P.O. BOX 5900 - HARRISBURG, PA 17110717-652-5633conradsiegel.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $105.8M assets / 290 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
98%top
- T ROWE PRICE RPS INC98%
- (Not disclosed)2%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.6M premiums / 125 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Prescription drug$1.4M
- Life$65K
- Long-term disability$65K
- Other$65K
- Dental$58K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
92%top
- UPMC HEALTH OPTIONS92%
- UNUM LIFE INSURANCE COMPANY OF AMERICA4%
- CAPITAL ADVANTAGE ASSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
100%top
- CONRAD SIEGEL INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CONRAD SIEGEL 401(K) PROFIT SHARING PLAN
401k
Assets$103.2M
Participants176
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#201
CENTRAL PA 401(K), BY CONRAD SIEGEL
401k
Assets$2.6M
Participants114
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
CONRAD SIEGEL WELFARE BENEFIT PLAN
Fully Insured - UPMC HEALTH OPTIONS
Premiums$1.6M
Covered lives125
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CONRAD SIEGEL 401(K) PROFIT SHARING PLAN | 401k | $103.2M | 176 | 2025 | |
| 201 | CENTRAL PA 401(K), BY CONRAD SIEGEL | 401k | $2.6M | 114 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | CONRAD SIEGEL WELFARE BENEFIT PLAN | Fully Insured | UPMC HEALTH OPTIONS | $1.6M | 125 | 2025 |
Retirement plans
Welfare plans