PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Crabtree, Rohrbaugh and Associates, Inc
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Crabtree, Rohrbaugh and Associates, Inc

EIN 23-2303190-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$18.2M assets
Health & Benefits
1
$587K premiums
Participants
171
401 E. WINDING HILL ROAD - MECHANICSBURG, PA 17055717-458-0202
Plans on this EIN
2 filings
#001401(k)-$18.2M - 89 part#502Mixed-$587K - 138 lives

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

Benefits portfolio analytics

1 plan / $587K premiums / 138 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$463K
  • Life$67K
  • Short-term disability$67K
  • Long-term disability$67K
  • Dental$52K
  • Vision$4K
Total $587K6 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

CRA GROUP 401(K) PLAN

401(k)

Assets$18.2M
Participants89
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

CRABTREE, ROHRBAUGH AND ASSOCIATES, INC EMPLOYEE BENEFIT PLAN

Mixed - AVALON INSURANCE COMPANY

Premiums$587K
Covered lives138
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CRA GROUP 401(K) PLAN401(k)$18.2M892025
  • CRA GROUP 401(K) PLAN$18.2M
    #001 · 401(k) · 202589

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502CRABTREE, ROHRBAUGH AND ASSOCIATES, INC EMPLOYEE BENEFIT PLANMixedAVALON INSURANCE COMPANY$587K1382025
  • CRABTREE, ROHRBAUGH AND ASSOCIATES, INC EMPLOYEE BENEFIT PLAN$587K
    #502 · Mixed · AVALON INSURANCE COMPANY · 2025138
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