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Sponsor portfolioTH

HARMELIN AND ASSOCIATES, INC.

EIN 23-2222601-Latest filing 2025
Plans
5
Retirement
2
$53.5M assets
Welfare
3
$2.3M premiums
Participants
985
525 RIGHTERS FERRY ROAD - BALA CYNWYD, PA 19004610-668-7900
Plans on this EIN
5 filings
#003401k-$35.9M - 298 part#004ESOP-$17.6M - 37 part#502Fully Insured-$2.1M - 144 lives#501Fully Insured-$128K - 266 lives#503Fully Insured-$94K - 266 lives

Retirement portfolio analytics

2 plans aggregated / $53.5M assets / 335 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • PLAN & TRUST (#003)67%
  • EMPLOYEE STOCK OWNERSHIP (#004)33%
Total $53.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
67%top
  • PAYCHEX, INC.67%
  • (Not disclosed)33%
Total $53.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#003)298
  • EMPLOYEE STOCK OWNERSHIP (#004)37
Total 335Click row to drill in

Benefits portfolio analytics

3 plans / $2.3M premiums / 676 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$128K
  • Other$128K
  • Dental$94K
Total $222K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
42%top
  • AETNA LIFE INSURANCE COMPANY42%
  • HARTFORD LIFE AND ACCIDENT37%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY15%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
Total $222K4 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • BRUMBAUGH WEALTH MANAGEMENT LLC78%
  • ASSUREDPARTNERS22%
Total $23K2 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

HARMELIN & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$35.9M
Participants298
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

HARMELIN & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$17.6M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

HARMELIN AND ASSOCIATES, INC. MEDICAL PLAN

Fully Insured - INDEPENDENCE BLUE CROSS

Premiums$2.1M
Covered lives144
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

HARMELIN AND ASSOCIATES, INC. LIFE AND AD&D PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$128K
Covered lives266
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

HARMELIN AND ASSOCIATES, INC. DENTAL PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$94K
Covered lives266
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003HARMELIN & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST401k$35.9M2982024
004HARMELIN & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$17.6M372024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502HARMELIN AND ASSOCIATES, INC. MEDICAL PLANFully InsuredINDEPENDENCE BLUE CROSS$2.1M1442024
501HARMELIN AND ASSOCIATES, INC. LIFE AND AD&D PLANFully InsuredHARTFORD LIFE AND ACCIDENT$128K2662025
503HARMELIN AND ASSOCIATES, INC. DENTAL PLANFully InsuredAETNA LIFE INSURANCE CO.$94K2662025
Retirement plans
Welfare plans
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