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Sponsor portfolio

BRADFORD WHITE CORPORATION

EIN 23-2384646-consumer services-Latest filing 2025
Plans
6
Retirement
4
$1.97B assets
Welfare
2
$1.2M premiums
Participants
8,812
725 TALAMORE DRIVE - AMBLER, PA 190021815215-641-9400bradfordwhite.comLinkedIn1001-5000 employeesconsumer services
Plans on this EIN
6 filings
#007ESOP-$1.80B - 584 part#003TraditionalDB-$86.7M - 1,120 part#011401k-$51.5M - 941 part#012401k-$39.1M - 1,571 part#510Self Funded-$624K - 1,906 lives#502Mixed-$557K - 2,682 lives

Retirement portfolio analytics

4 plans aggregated / $1.97B assets / 4,216 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • AND TRUST AGREEMENT (#007)91%
  • RETIREMENT INCOME PLAN (#003)4%
  • PROFIT SHARING PLAN (#011)3%
  • FOR UNION EMPLOYEES (#012)2%
Total $1.97BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOR UNION EMPLOYEES (#012)1,571
  • RETIREMENT INCOME PLAN (#003)1,120
  • PROFIT SHARING PLAN (#011)941
  • AND TRUST AGREEMENT (#007)584
Total 4,216Click row to drill in

Benefits portfolio analytics

2 plans / $1.2M premiums / 4,588 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$624K
  • Life$557K
  • Long-term disability$557K
  • Other$557K
Total $1.2M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • ARDELLIS53%
  • METROPOLITAN LIFE INSURANCE COMPANY47%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • MERIT BENEFIT ADVISORS, LLC66%
  • ASR HEALTH BENEFITS34%
Total $65K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#007

BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT

ESOP

Assets$1.80B
Participants584
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

BRADFORD WHITE CORPORATION UAW RETIREMENT INCOME PLAN

TraditionalDB

Assets$86.7M
Participants1,120
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#011

BRADFORD WHITE CORPORATION 401(K) PROFIT SHARING PLAN

401k

Assets$51.5M
Participants941
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#012

BRADFORD WHITE CORPORATION 401(K) PLAN FOR UNION EMPLOYEES

401k

Assets$39.1M
Participants1,571
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

BRADFORD WHITE CORPORATION MEDICAL BENEFITS PLAN

Self Funded - ARDELLIS INSURANCE LIMITED

Premiums$624K
Covered lives1,906
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

BRADFORD WHITE CORPORATION EMPLOYEE BENEFIT PLAN

Mixed - METROPOLIAN LIFE INSURANCE COMPANY

Premiums$557K
Covered lives2,682
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
007BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENTESOP$1.80B5842024
003BRADFORD WHITE CORPORATION UAW RETIREMENT INCOME PLANTraditionalDB$86.7M1,1202025
011BRADFORD WHITE CORPORATION 401(K) PROFIT SHARING PLAN401k$51.5M9412025
012BRADFORD WHITE CORPORATION 401(K) PLAN FOR UNION EMPLOYEES401k$39.1M1,5712025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
510BRADFORD WHITE CORPORATION MEDICAL BENEFITS PLANSelf FundedARDELLIS INSURANCE LIMITED$624K1,9062024
502BRADFORD WHITE CORPORATION EMPLOYEE BENEFIT PLANMixedMETROPOLIAN LIFE INSURANCE COMPANY$557K2,6822024
Retirement plans
Welfare plans
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