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Sponsor portfolio

BELL SOCIALIZATION SERVICES, INC.

EIN 23-1896438-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$11.6M assets
Welfare
1
$1.3M premiums
Participants
442
160 S GEORGE ST - YORK, PA 174011408717-848-5767bellsocialization.comLinkedIn201-500 employeesindividual & family services
Plans on this EIN
2 filings
#003401k-$11.6M - 288 part#502Fully Insured-$1.3M - 154 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 154 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Dental$44K
  • Life$42K
  • Short-term disability$33K
  • Long-term disability$17K
  • +2 more
Total $1.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • AETNA LIFE INSURANCE COMPANY91%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA3%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • ASSUREDPARTNERS64%
  • THE GLATFELTER AGENCY INC.15%
  • GEESEY/GLATFELTER/ZAR AGY INC8%
  • PETRINA SKILES6%
  • ELIZABETH MARIE LANGEVIN2%
  • +3 more
Total $26K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF BELL SOCIALIZATION SERVICES, INC.

401k

Assets$11.6M
Participants288
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

BELL SOCIALIZATION SERVICES, INC. BENEFITS PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$1.3M
Covered lives154
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF BELL SOCIALIZATION SERVICES, INC.401k$11.6M2882025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502BELL SOCIALIZATION SERVICES, INC. BENEFITS PLANFully InsuredAETNA LIFE INSURANCE COMPANY$1.3M1542025
Retirement plans
Welfare plans
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