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Sponsor portfolio

RKL LLP

EIN 23-2108173-accounting-Latest filing 2025
Plans
2
Retirement
1
$122.9M assets
Welfare
1
$1.6M premiums
Participants
1,509
1800 FRUITVILLE PIKE - LANCASTER, PA 17601717-394-5666rklcpa.comLinkedIn501-1000 employeesaccounting
Plans on this EIN
2 filings
#001401k-$122.9M - 911 part#501Mixed-$1.6M - 593 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 593 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.2M
  • Life$185K
  • Long-term disability$159K
  • Other$136K
  • Vision$64K
Total $1.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • WESTPORT INSURANCE CORPORATION75%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY21%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA4%
Total $1.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • ENGLE-HAMBRIGHT & DAVIES, INC.83%
  • JAMES R NELLIGAN & ASSOCIATES LLC17%
Total $104K2 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

RKL LLP 401(K) PLAN

401k

Assets$122.9M
Participants911
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RKL LLP HEALTH AND WELFARE PLAN

Mixed - SWISS RE CORPORATE SOLUTIONS AMERICA INS. CORP.

Premiums$1.6M
Covered lives593
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RKL LLP 401(K) PLAN401k$122.9M9112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RKL LLP HEALTH AND WELFARE PLANMixedSWISS RE CORPORATE SOLUTIONS AMERICA INS. CORP.$1.6M5932025
Retirement plans
Welfare plans
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