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Sponsor portfolio

FANELLI BROTHERS TRUCKING CO.

EIN 23-1681214-transportation/trucking/railroad-Latest filing 2025
Plans
2
Retirement
1
$991K assets
Welfare
1
$72K premiums
Participants
40
1298 KEYSTONE BOULEVARD - POTTSVILLE, PA 17901570-544-3140fanellitrucking.comLinkedIn51-200 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#001401k-$991K - 39 part#501Mixed-$72K - 1 lives

Benefits portfolio analytics

1 plan / $72K premiums / 1 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$68K
  • Dental$4K
Total $72K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • UNITED STATES FIRE INSURANCE COMPANY94%
  • SUN LIFE ASSURANCE COMPANY OF CANADA6%
  • UNITED HERITAGE LIFE INSURANCE COMPANY0%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $72K4 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • GIS BENEFITS INC74%
  • AP BENEFIT ADVISORS, LLC26%
Total $2K2 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

FANELLI BROS. TRUCKING CO. 401(K) PROFIT SHARING PLAN

401k

Assets$991K
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FANELLI BROTHERS TRUCKING COMPANY EMPLOYEE BENEFIT PLAN (501)

Mixed - CRUM & FORSTER

Premiums$72K
Covered lives1
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FANELLI BROS. TRUCKING CO. 401(K) PROFIT SHARING PLAN401k$991K392024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FANELLI BROTHERS TRUCKING COMPANY EMPLOYEE BENEFIT PLAN (501)MixedCRUM & FORSTER$72K12025
Retirement plans
Welfare plans
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