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  2. Harmelin & Associates
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Filings through Oct 24, 2026.

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Harmelin & Associates

EIN 23-2222601-Information-Latest filing 2025
Plans
5
Retirement
2
$59.2M assets
Health & Benefits
3
$2.5M premiums
Participants
994
103 QUAKER LN - VILLANOVA, PA 190851323610-668-7900
Plans on this EIN
5 filings
#003401(k)-$43.5M - 309 part#004ESOP-$15.7M - 36 part#502Fully insured-$2.3M - 141 lives#501Fully insured-$128K - 266 lives#503Fully insured-$94K - 266 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.

Retirement portfolio analytics

2 plans aggregated / $59.2M assets / 345 participants

Assets by plan

Share of aggregate retirement assets

  • PLAN & TRUST (#003)$43.5M
  • EMPLOYEE STOCK OWNERSHIP (#004)$15.7M
Total $59.2MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • PAYCHEX, INC.$43.5M
  • (Not disclosed)$15.7M
Total $59.2MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#003)309
  • EMPLOYEE STOCK OWNERSHIP (#004)36
Total 345Select a row to open it

Benefits portfolio analytics

3 plans / $2.5M premiums / 673 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$115K
  • Other$115K
  • Dental$98K
Total $213K3 rows
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Plan summaries

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

Retirement#003

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

401(k)

Assets$43.5M
Participants309
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004

HARMELIN & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$15.7M
Participants36
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

HARMELIN AND ASSOCIATES, INC. MEDICAL PLAN

Fully insured - INDEPENDENCE BLUE CROSS

Premiums$2.3M
Covered lives141
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

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

Fully insured - HARTFORD LIFE AND ACCIDENT

Premiums$128K
Covered lives266
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

HARMELIN AND ASSOCIATES, INC. DENTAL PLAN

Fully insured - AETNA LIFE INSURANCE CO.

Premiums$94K
Covered lives266
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003HARMELIN & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST401(k)$43.5M3092025
#004HARMELIN & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$15.7M362025
  • HARMELIN & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST$43.5M
    #003 · 401(k) · 2025309
  • HARMELIN & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN$15.7M
    #004 · ESOP · 202536

Health & Benefits plans

3 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502HARMELIN AND ASSOCIATES, INC. MEDICAL PLANFully insuredINDEPENDENCE BLUE CROSS$2.3M1412025
#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
  • HARMELIN AND ASSOCIATES, INC. MEDICAL PLAN$2.3M
    #502 · Fully insured · INDEPENDENCE BLUE CROSS · 2025141
  • HARMELIN AND ASSOCIATES, INC. LIFE AND AD&D PLAN$128K
    #501 · Fully insured · HARTFORD LIFE AND ACCIDENT · 2025266
  • HARMELIN AND ASSOCIATES, INC. DENTAL PLAN$94K
    #503 · Fully insured · AETNA LIFE INSURANCE CO. · 2025266
Retirement plans
Health & Benefits plans

On this page

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