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Sponsor portfolio

PLEASANT VIEW RETIREMENT COMMUNITY

EIN 23-1869182-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$11.3M assets
Welfare
1
$170K premiums
Participants
582
544 NORTH PENRYN RD - MANHEIM, PA 17545717-665-2445
Plans on this EIN
2 filings
#002403b-$11.3M - 375 part#501Fully Insured-$170K - 199 lives

Benefits portfolio analytics

1 plan / $170K premiums / 199 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$90K
  • Vision$90K
  • Short-term disability$41K
  • Other$39K
  • Life$21K
  • Long-term disability$12K
  • +1 more
Total $170K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA53%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY43%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
Total $170K3 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • GCG FINANCIAL LLC48%
  • JAMES R NELLIGAN & ASSOCIATES LLC28%
  • PENTRA LLC25%
  • INDEPENDENCE PLANNING GROUP0%
  • MAZZMAR LLC0%
Total $27K5 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

PLEASANT VIEW RETIREMENT COMMUNITY 403(B) PLAN

403b

Assets$11.3M
Participants375
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PLEASANT VIEW RETIREMENT COMMUNITY HEALTH AND WELFARE PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$170K
Covered lives199
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002PLEASANT VIEW RETIREMENT COMMUNITY 403(B) PLAN403b$11.3M3752025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PLEASANT VIEW RETIREMENT COMMUNITY HEALTH AND WELFARE PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$170K1992025
Retirement plans
Welfare plans
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