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Sponsor portfolio

FORCINE CONCRETE & CONSTRUCTION COMPANY, INC.

EIN 23-2158026-construction-Latest filing 2025
Plans
3
Retirement
2
$32.1M assets
Welfare
1
$1.1M premiums
Participants
898
1875 CHURCH ROAD - MALVERN, PA 19355610-647-0614forcineconcrete.comLinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#001401k-$19.1M - 542 part#002ESOP-$13.0M - 171 part#501Mixed-$1.1M - 185 lives

Retirement portfolio analytics

2 plans aggregated / $32.1M assets / 713 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • CONSTRUCTION COMPANY 401(K)PLA... (#001)60%
  • EMPLOYEE STOCK OWNERSHIP (#002)40%
Total $32.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
60%top
  • ATLANTIC PENSION SERVICES, INC.60%
  • (Not disclosed)40%
Total $32.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONSTRUCTION COMPANY 401(K)PLA... (#001)542
  • EMPLOYEE STOCK OWNERSHIP (#002)171
Total 713Click row to drill in

Benefits portfolio analytics

1 plan / $1.1M premiums / 185 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$821K
  • Other$125K
  • Dental$91K
  • Vision$91K
  • Long-term disability$43K
  • Short-term disability$14K
  • +1 more
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • HM LIFE INSURANCE COMPANY75%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY17%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
  • UNITEDHEALTHCARE INSURANCE COMPANY0%
Total $1.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • KISTLER TIFFANY BENEFITS81%
  • GIS BENEFITS INC19%
Total $48K2 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

FORCINE CONCRETE & CONSTRUCTION COMPANY 401(K)PLAN

401k

Assets$19.1M
Participants542
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FORCINE CONCRETE & CONSTRUCTION CO. INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$13.0M
Participants171
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FORCINE CONCRETE AND CONSTRUCTION HEALTH WELFARE PLAN

Mixed - HM LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives185
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FORCINE CONCRETE & CONSTRUCTION COMPANY 401(K)PLAN401k$19.1M5422024
002FORCINE CONCRETE & CONSTRUCTION CO. INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$13.0M1712024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FORCINE CONCRETE AND CONSTRUCTION HEALTH WELFARE PLANMixedHM LIFE INSURANCE COMPANY$1.1M1852025
Retirement plans
Welfare plans
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