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Sponsor portfolio

PROSPECTUS/BERCO

EIN 23-2023612-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
1
$11.2M assets
Welfare
2
$2.4M premiums
Participants
568
840 WILLIAM LANE - READING, PA 19604610-372-4637
Plans on this EIN
3 filings
#001401k-$11.2M - 313 part#516Fully Insured-$2.0M - 253 lives#515Mixed-$313K - 226 lives

Benefits portfolio analytics

2 plans / $2.4M premiums / 479 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Dental$1.9M
  • Prescription drug$1.9M
  • Life$130K
  • Short-term disability$130K
  • Long-term disability$130K
  • +2 more
Total $2.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • CAPITAL ADVANTAGE ASSURANCE COMPANY93%
  • AMERICAN UNITED LIFE INSURANCE COMPANY6%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
  • INROADS EAP AT FAMILY GUIDANCE CENTER0%
Total $2.0M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $93K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PROSPECTUS/BERCO 401(K) PLAN

401k

Assets$11.2M
Participants313
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#516

PROSPECTUS ASSOCIATES, INC. HEALTH AND WELFARE PLAN

Fully Insured - CAPITAL ADVANTAGE ASSURANCE COMPANY

Premiums$2.0M
Covered lives253
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#515

PROSPECTUS ASSOCIATES, INC. HEALTH PLAN

Mixed - OPTUM HEALTH (UNIMERICA INSURANCE COMPANY)

Premiums$313K
Covered lives226
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PROSPECTUS/BERCO 401(K) PLAN401k$11.2M3132025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
516PROSPECTUS ASSOCIATES, INC. HEALTH AND WELFARE PLANFully InsuredCAPITAL ADVANTAGE ASSURANCE COMPANY$2.0M2532025
515PROSPECTUS ASSOCIATES, INC. HEALTH PLANMixedOPTUM HEALTH (UNIMERICA INSURANCE COMPANY)$313K2262024
Retirement plans
Welfare plans
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