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Sponsor portfolio

COLONIAL ELECTRIC SUPPLY COMPANY, INC.

EIN 23-1879041-wholesale-Latest filing 2025
Plans
2
Retirement
1
$50.5M assets
Welfare
1
$1.4M premiums
Participants
988
201 W. CHURCH ROAD - KING OF PRUSSIA, PA 19406610-312-8100LinkedIn11-50 employeeswholesale
Plans on this EIN
2 filings
#001401k-$50.5M - 604 part#501Fully Insured-$1.4M - 501 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 501 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$870K
  • Dental$229K
  • Other$229K
  • Health$196K
  • Life$96K
  • Short-term disability$67K
  • +2 more
Total $1.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • HM LIFE INSURANCE COMPANY47%
  • STANDARD INSURANCE COMPANY21%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA16%
  • BLUE CROSS OF CALIFORNIA14%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
Total $1.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • AP BENEFIT ADVISORS, LLC64%
  • INDEPENDENCE ADMINISTRATORS26%
  • ACCRETIVE ENROLLMENT SERVICES LLC8%
  • ASSUREDPARTNERS2%
Total $256K4 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

COLONIAL ELECTRIC SUPPLY CO, INC RETIREMENT PLAN AND TRUST

401k

Assets$50.5M
Participants604
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COLONIAL ELECTRIC SUPPLY PREMIUM ONLY PLAN

Fully Insured - HM INSURANCE GROUP

Premiums$1.4M
Covered lives501
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COLONIAL ELECTRIC SUPPLY CO, INC RETIREMENT PLAN AND TRUST401k$50.5M6042024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COLONIAL ELECTRIC SUPPLY PREMIUM ONLY PLANFully InsuredHM INSURANCE GROUP$1.4M5012025
Retirement plans
Welfare plans
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