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Sponsor portfolioTH

CONCERN - PROFESSIONAL SERVICES FOR CHILDREN, YOUTH AND FAMILIES

EIN 23-2052170-government administration-Latest filing 2025
Plans
2
Retirement
1
$12.2M assets
Welfare
1
$446K premiums
Participants
745
ONE WEST MAIN STREET - FLEETWOOD, PA 19522610-944-0445concern4kids.orgLinkedIn201-500 employeesgovernment administration
Plans on this EIN
2 filings
#003401k-$12.2M - 568 part#502Mixed-$446K - 333 lives

Benefits portfolio analytics

1 plan / $446K premiums / 333 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$346K
  • Short-term disability$346K
  • Other$346K
  • Long-term disability$148K
  • Dental$101K
  • Vision$101K
Total $446K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • TRUSTMARK INSURANCE COMPANY44%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY33%
  • BLUE CROSS OF CALIFORNIA23%
Total $446K3 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • GALLAGHER BENEFIT SERVICES, INC.64%
  • JOE FERNANDEZ20%
  • ERIC WYATT STONESIFER12%
  • TRIBEN INSURANCE SOLUTIONS INC3%
  • SELERIX INSURANCE SERVICES, LLC1%
Total $65K5 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

CONCERN PROFESSIONAL SERVICES 401(K) PLAN

401k

Assets$12.2M
Participants568
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CONCERN PROFESSIONAL SERVICES FOR CHILDREN YOUTH AND FAMILIES WELFARE PLAN

Mixed - TRUSTMARK INSURANCE COMPANY

Premiums$446K
Covered lives333
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003CONCERN PROFESSIONAL SERVICES 401(K) PLAN401k$12.2M5682024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CONCERN PROFESSIONAL SERVICES FOR CHILDREN YOUTH AND FAMILIES WELFARE PLANMixedTRUSTMARK INSURANCE COMPANY$446K3332025
Retirement plans
Welfare plans
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