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Sponsor portfolio

PENNSWOOD VILLAGE

EIN 23-2021541-civic & social organization-Latest filing 2025
Plans
2
Retirement
1
$20.8M assets
Welfare
1
$55K premiums
Participants
705
1382 NEWTOWN-LANGHORNE ROAD - NEWTOWN, PA 18940215-504-1119pennswood.orgLinkedIn201-500 employeescivic & social organization
Plans on this EIN
2 filings
#001403b-$20.8M - 492 part#501Mixed-$55K - 294 lives

Benefits portfolio analytics

1 plan / $55K premiums / 294 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$43K
  • Long-term disability$43K
  • Other$43K
  • Vision$13K
Total $55K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA77%
  • EYEMED VISION CARE23%
Total $55K2 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • JAMES R NELLIGAN & ASSOCIATES LLC63%
  • JOHNSON KENDALL AND JOHNSON19%
  • NELLIGAN & ASSOCIATES19%
Total $13K3 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

PENNSWOOD VILLAGE 403B PLAN

403b

Assets$20.8M
Participants492
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PENNSWOOD VILLAGE WELFARE BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$55K
Covered lives294
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PENNSWOOD VILLAGE 403B PLAN403b$20.8M4922024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PENNSWOOD VILLAGE WELFARE BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$55K2942025
Retirement plans
Welfare plans
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