Carrier market share
Premium dollars by Schedule A carrier
100%top
- PHOENIX LIFE INSURANCE COMPANY100%
Sponsor portfolio
ELION, GRIECO & SHIPMAN, P.C.
EIN 23-2264295Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
1
$3.9M assets
Welfare
1
$1K premiums
Participants
20
125 EAST THIRD STREET - WILLIAMSPORT, PA 17701570-326-2443
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1K premiums / 1 covered livesBundled
Broker market share
Schedule A broker compensation
0%top
- JAMES D, KISHBAUGH0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ELION, GRIECO & SHIPMAN, P.C. RETIREMENT PLAN
401k
Assets$3.9M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#001
ELION, GRIECO & SHIPMAN, P.C. RETIREMENT PLAN
Fully Insured - PHOENIX HOME LIFE
Premiums$1K
Covered lives1
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ELION, GRIECO & SHIPMAN, P.C. RETIREMENT PLAN | 401k | $3.9M | 10 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 001 | ELION, GRIECO & SHIPMAN, P.C. RETIREMENT PLAN | Fully Insured | PHOENIX HOME LIFE | $1K | 1 | 2024 |
Retirement plans
Welfare plans