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Sponsor portfolio

CENTRAL PENN COLLEGE

EIN 23-1857027-e-learning-Latest filing 2025
Plans
3
Retirement
2
$9.5M assets
Welfare
1
$747K premiums
Participants
360
600 VALLEY ROAD - ENOLA, PA 17025717-732-0702LinkedIn1-10 employeese-learning
Plans on this EIN
3 filings
#002401k-$5.2M - 127 part#001ESOP-$4.3M - 158 part#501Fully Insured-$747K - 71 lives

Retirement portfolio analytics

2 plans aggregated / $9.5M assets / 285 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • 401(K) RETIREMENT Savings (#002)55%
  • EMPLOYEE STOCK OWNERSHIP (#001)45%
Total $9.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#001)158
  • 401(K) RETIREMENT Savings (#002)127
Total 285Click row to drill in

Benefits portfolio analytics

1 plan / $747K premiums / 71 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$690K
  • Vision$687K
  • Prescription drug$687K
  • Dental$31K
  • Life$12K
  • Short-term disability$9K
  • +2 more
Total $747K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • CAPITAL ADVANTAGE ASSURANCE COMPANY92%
  • UNITED CONCORDIA INSURANCE COMPANY4%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA3%
  • AFLAC0%
Total $747K4 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • CONRAD SIEGEL INC.94%
  • STANLEY HAROLD GREENE5%
  • WILLIAM L MURRAY JR1%
  • ANTHONY S ALMODOVAR1%
  • CRISTIAN APALAGHIE0%
  • +3 more
Total $18K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CENTRAL PENN 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$5.2M
Participants127
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CENTRAL PENN, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$4.3M
Participants158
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CENTRAL PENN COLLEGE GROUP BENEFIT PLAN

Fully Insured - CAPITAL ADVANTAGE ASSURANCE COMPANY

Premiums$747K
Covered lives71
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CENTRAL PENN 401(K) RETIREMENT SAVINGS PLAN401k$5.2M1272024
001CENTRAL PENN, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$4.3M1582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CENTRAL PENN COLLEGE GROUP BENEFIT PLANFully InsuredCAPITAL ADVANTAGE ASSURANCE COMPANY$747K712025
Retirement plans
Welfare plans
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