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  2. STANDARD OFFSET PRINTING CO., INC.
Sponsor portfolio

STANDARD OFFSET PRINTING CO., INC.

EIN 23-2247544-Latest filing 2025
Plans
4
Retirement
2
$19.7M assets
Welfare
2
$581K premiums
Participants
517
433 PEARL ST., PO BOX 1059 - READING, PA 19603717-569-3264
Plans on this EIN
4 filings
#002401k-$12.2M - 168 part#003ESOP-$7.6M - 150 part#502Self Funded-$398K - 83 lives#501Fully Insured-$184K - 116 lives

Retirement portfolio analytics

2 plans aggregated / $19.7M assets / 318 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • PROFIT SHARING PLAN (#002)62%
  • EMPLOYEE STOCK OWNERSHIP (#003)38%
Total $19.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
62%top
  • ASCENSUS LLC62%
  • (Not disclosed)38%
Total $19.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)168
  • EMPLOYEE STOCK OWNERSHIP (#003)150
Total 318Click row to drill in

Benefits portfolio analytics

2 plans / $581K premiums / 199 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$398K
  • Other$93K
  • Life$57K
  • Dental$47K
  • Vision$47K
  • Short-term disability$43K
  • +1 more
Total $581K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • HM LIFE INSURANCE COMPANY68%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY23%
  • SUN LIFE ASSURANCE COMPANY OF CANADA8%
Total $581K3 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • POWER-KUNKLE GROUP INC67%
  • JAMES R NELLIGAN & ASSOCIATES LLC25%
  • GALLAGHER BENEFIT SERVICES, INC.7%
Total $36K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

STANDARD OFFSET PRINTING CO, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$12.2M
Participants168
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

STANDARD OFFSET PRINTING CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$7.6M
Participants150
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

STANDARD OFFSET PRINTING CO. GROUP MEDICAL PLAN

Self Funded - HM LIFE INSURANCE COMPANY

Premiums$398K
Covered lives83
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

STANDARD OFFSET PRINTING CO., INC. GROUP HEALTH PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$184K
Covered lives116
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002STANDARD OFFSET PRINTING CO, INC. 401(K) PROFIT SHARING PLAN401k$12.2M1682024
003STANDARD OFFSET PRINTING CO., INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$7.6M1502024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502STANDARD OFFSET PRINTING CO. GROUP MEDICAL PLANSelf FundedHM LIFE INSURANCE COMPANY$398K832025
501STANDARD OFFSET PRINTING CO., INC. GROUP HEALTH PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$184K1162025
Retirement plans
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