PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Movers Specialty Service, Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Movers Specialty Service, Inc.

EIN 23-2203850-Other Services (except Public Administration)-Latest filing 2025
Plans
3
Retirement
1
$54.5M assets
Health & Benefits
2
$1.0M premiums
Participants
770
211 COMMERCE DRIVE - MONTGOMERYVILLE, PA 189369641215-393-1900
Plans on this EIN
3 filings
#001401(k)-$54.5M - 417 part#501Self-funded-$893K - 153 lives#502Fully insured-$148K - 200 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Benefits portfolio analytics

2 plans / $1.0M premiums / 353 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$893K
  • Other$148K
  • Dental$145K
  • Life$145K
  • Short-term disability$145K
  • Long-term disability$145K
Total $1.0M6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

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

401(k)

Assets$54.5M
Participants417
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

MOVERS SPECIALTY SERVICE, INC. EMPLOYEE WELFARE PLAN

Self-funded - SUN LIFE ASSURANCE COMPANY

Premiums$893K
Covered lives153
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

MOVERS SPECIALTY SERVICE, INC. GROUP INSURANCE PLAN

Fully insured - GUARDIAN LIFE INSURANCE COMPANY

Premiums$148K
Covered lives200
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001MOVERS SPECIALTY SERVICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST401(k)$54.5M4172025
  • MOVERS SPECIALTY SERVICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST$54.5M
    #001 · 401(k) · 2025417

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501MOVERS SPECIALTY SERVICE, INC. EMPLOYEE WELFARE PLANSelf-fundedSUN LIFE ASSURANCE COMPANY$893K1532025
#502MOVERS SPECIALTY SERVICE, INC. GROUP INSURANCE PLANFully insuredGUARDIAN LIFE INSURANCE COMPANY$148K2002025
  • MOVERS SPECIALTY SERVICE, INC. EMPLOYEE WELFARE PLAN$893K
    #501 · Self-funded · SUN LIFE ASSURANCE COMPANY · 2025153
  • MOVERS SPECIALTY SERVICE, INC. GROUP INSURANCE PLAN$148K
    #502 · Fully insured · GUARDIAN LIFE INSURANCE COMPANY · 2025200
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica