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Sponsor portfolio

OLSON TECHNOLOGIES, INC.

EIN 23-2361912-Manufacturing-Latest filing 2025
Plans
3
Retirement
2
$5.2M assets
Welfare
1
$559K premiums
Participants
71
160 WALNUT STREET - ALLENTOWN, PA 18102610-770-1100
Plans on this EIN
3 filings
#002401k-$4.4M - 19 part#001401k-$765K - 21 part#501Fully Insured-$559K - 54 lives

Retirement portfolio analytics

2 plans aggregated / $5.2M assets / 40 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • 401(K) RETIREMENT PLAN (#002)85%
  • 401(K) RETIREMENT PLAN (#001)15%
Total $5.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)21
  • 401(K) RETIREMENT PLAN (#002)19
Total 40Click row to drill in

Benefits portfolio analytics

1 plan / $559K premiums / 54 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$434K
  • Stop-loss$102K
  • Life$23K
  • Short-term disability$23K
  • Long-term disability$23K
Total $559K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • BLUE CROSS OF CALIFORNIA78%
  • FAIR AMERICAN INSURANCE AND REINSURANCE COMPANY18%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA4%
Total $559K3 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • GROVES, THOMAS69%
  • THE EQUINOX AGENCY LLC20%
  • JAMES R NELLIGAN & ASSOCIATES LLC11%
  • CBIZ BENEFITS & INSURANCE SERVICES0%
Total $18K4 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

OLSON TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN

401k

Assets$4.4M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

OLSON TECHNOLOGIES, INC. UNION 401(K) RETIREMENT PLAN

401k

Assets$765K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OLSON TECHNOLOGIES, INC. EMPLOYEE BENEFIT PLAN

Fully Insured - HIGHMARK, INC.

Premiums$559K
Covered lives54
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002OLSON TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN401k$4.4M192025
001OLSON TECHNOLOGIES, INC. UNION 401(K) RETIREMENT PLAN401k$765K212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OLSON TECHNOLOGIES, INC. EMPLOYEE BENEFIT PLANFully InsuredHIGHMARK, INC.$559K542024
Retirement plans
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