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Sponsor portfolio

ALVORD-POLK, INC.

EIN 23-2046694-aviation & aerospace-Latest filing 2025
Plans
2
Retirement
1
$4.0M assets
Welfare
1
$1.2M premiums
Participants
264
158 DAM HILL ROAD, PO BOX 97 - MILLERSBURG, PA 17061717-692-2128alvordpolk.comLinkedIn51-200 employeesaviation & aerospace
Plans on this EIN
2 filings
#001401k-$4.0M - 135 part#501Fully Insured-$1.2M - 146 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 146 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$954K
  • Prescription drug$175K
  • Dental$22K
  • Vision$6K
  • Life$6K
  • Other$6K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • CAPITAL ADVANTAGE ASSURANCE COMPANY98%
  • UNITED CONCORDIA INSURANCE COMPANY2%
  • UNITEDHEALTHCARE INSURANCE COMPANY1%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $24K1 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

RETIREMENT READINESS PLAN FOR EMPLOYEES OF ALVORD-POLK, INC.

401k

Assets$4.0M
Participants135
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALVORD-POLK, INC. GROUP INSURANCE PLAN

Fully Insured - CAPITAL ADVANTAGE ASSURANCE COMPANY

Premiums$1.2M
Covered lives146
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RETIREMENT READINESS PLAN FOR EMPLOYEES OF ALVORD-POLK, INC.401k$4.0M1352025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALVORD-POLK, INC. GROUP INSURANCE PLANFully InsuredCAPITAL ADVANTAGE ASSURANCE COMPANY$1.2M1462024
Retirement plans
Welfare plans
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