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Sponsor portfolio

MOVERS SPECIALTY SERVICE, INC.

EIN 23-2203850-Other Services (except Public Administration)-Latest filing 2024
Plans
3
Retirement
1
$45.3M assets
Welfare
2
$894K premiums
Participants
761
211 COMMERCE DRIVE - MONTGOMERYVILLE, PA 189369641215-393-1900
Plans on this EIN
3 filings
#001401k-$45.3M - 402 part#501Self Funded-$748K - 155 lives#502Fully Insured-$146K - 200 lives

Benefits portfolio analytics

2 plans / $894K premiums / 355 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$748K
  • Dental$146K
  • Life$146K
  • Short-term disability$146K
  • Long-term disability$146K
  • Other$146K
Total $894K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA84%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA16%
  • HM LIFE INSURANCE COMPANY0%
Total $894K3 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • JAMES R NELLIGAN & ASSOCIATES LLC91%
  • AMERIHEALTH ADMINISTRATORS INC9%
Total $28K2 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

MOVERS SPECIALTY SERVICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$45.3M
Participants402
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MOVERS SPECIALTY SERVICE, INC. EMPLOYEE WELFARE PLAN

Self Funded - SUN LIFE ASSURANCE COMPANY

Premiums$748K
Covered lives155
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

MOVERS SPECIALTY SERVICE, INC. GROUP INSURANCE PLAN (502)

Fully Insured - GUARDIAN LIFE INSURANCE COMPANY

Premiums$146K
Covered lives200
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MOVERS SPECIALTY SERVICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$45.3M4022024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MOVERS SPECIALTY SERVICE, INC. EMPLOYEE WELFARE PLANSelf FundedSUN LIFE ASSURANCE COMPANY$748K1552024
502MOVERS SPECIALTY SERVICE, INC. GROUP INSURANCE PLAN (502)Fully InsuredGUARDIAN LIFE INSURANCE COMPANY$146K2002024
Retirement plans
Welfare plans
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