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Sponsor portfolio

BALLINGER COMPANY

EIN 23-1713492-architecture & planning-Latest filing 2025
Plans
3
Retirement
2
$60.6M assets
Welfare
1
$2.2M premiums
Participants
785
1650 ARCH STREET, 23RD FLOOR - PHILADELPHIA, PA 19103215-446-0900ballinger.comLinkedIn201-500 employeesarchitecture & planning
Plans on this EIN
3 filings
#001401k-$57.4M - 328 part#002CashBalance-$3.2M - 232 part#501Mixed-$2.2M - 349 lives

Retirement portfolio analytics

2 plans aggregated / $60.6M assets / 560 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • BALLINGER COMPANY 401(K) (#001)95%
  • CASH BALANCE PLAN (#002)5%
Total $60.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BALLINGER COMPANY 401(K) (#001)328
  • CASH BALANCE PLAN (#002)232
Total 560Click row to drill in

Benefits portfolio analytics

1 plan / $2.2M premiums / 349 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Prescription drug$2.0M
  • Dental$138K
  • Other$83K
  • Life$76K
  • Long-term disability$76K
  • +1 more
Total $2.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • UNITED CONCORDIA INSURANCE COMPANY6%
  • STANDARD INSURANCE COMPANY3%
  • UNITEDHEALTHCARE INSURANCE COMPANY1%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA0%
Total $2.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • ASSUREDPARTNERS69%
  • AP BENEFIT ADVISORS, LLC18%
  • CBIZ BENEFITS & INSURANCE SERVICES14%
  • FINANCIAL BALANCE GROUP LLC0%
Total $88K4 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

BALLINGER COMPANY 401(K) PLAN

401k

Assets$57.4M
Participants328
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BALLINGER COMPANY CASH BALANCE PLAN

CashBalance

Assets$3.2M
Participants232
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BALLINGER FLEXIBLE BENEFITS PLAN

Mixed - INDEPENDENCE BLUE CROSS

Premiums$2.2M
Covered lives349
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BALLINGER COMPANY 401(K) PLAN401k$57.4M3282024
002BALLINGER COMPANY CASH BALANCE PLANCashBalance$3.2M2322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BALLINGER FLEXIBLE BENEFITS PLANMixedINDEPENDENCE BLUE CROSS$2.2M3492025
Retirement plans
Welfare plans
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