Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$156K
- Dental$19K
- Life$18K
- Short-term disability$18K
- Long-term disability$18K
- Other$18K
- +1 more
Sponsor portfolioTH
INSURANCE AGENTS & BROKERS SERVICE GROUP, INC.
EIN 23-2337145insuranceLatest filing 2025
Plans
2
Retirement
1
$11.4M assets
Welfare
1
$196K premiums
Participants
56
650 WILSON LANE, SUITE 200 - MECHANICSBURG, PA 170554440717-795-9100iabforme.comLinkedIn11-50 employeesinsurance
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $196K premiums / 70 covered livesCarrier market share
Premium dollars by Schedule A carrier
80%top
- AVALON INSURANCE COMPANY80%
- UNITED CONCORDIA INSURANCE COMPANY10%
- UNUM LIFE INSURANCE COMPANY OF AMERICA9%
- LIFE INSURANCE COMPANY OF NORTH AMERICA2%
Broker market share
Schedule A broker compensation
81%top
- ASSUREDPARTNERS81%
- TIMOTHY SKILES19%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
INSURANCE AGENTS & BROKERS SERVICE GROUP, INC. 401K PLAN
401k
Assets$11.4M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
INSURANCE AGENTS & BROKERS SERVICE GROUP, INC. EMPLOYEE BENEFIT PLAN
Mixed - AVALON INSURANCE COMPANY
Premiums$196K
Covered lives70
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | INSURANCE AGENTS & BROKERS SERVICE GROUP, INC. 401K PLAN | 401k | $11.4M | 31 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | INSURANCE AGENTS & BROKERS SERVICE GROUP, INC. EMPLOYEE BENEFIT PLAN | Mixed | AVALON INSURANCE COMPANY | $196K | 70 | 2025 |
Retirement plans
Welfare plans