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Sponsor portfolio

E.K. MCCONKEY & CO., INC.

EIN 23-2385085-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
1
$29.5M assets
Welfare
2
$684K premiums
Participants
401
2555 KINGSTON RD. SUITE 100 - YORK, PA 17402717-755-9266
Plans on this EIN
3 filings
#001401k-$29.5M - 181 part#502Self Funded-$552K - 103 lives#501Mixed-$132K - 113 lives

Benefits portfolio analytics

2 plans / $684K premiums / 216 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$552K
  • Other$44K
  • Short-term disability$39K
  • Long-term disability$34K
  • Life$20K
  • Vision$15K
Total $684K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • AVALON INSURANCE COMPANY81%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY17%
  • VISION SERVICE PLAN2%
Total $684K3 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • MCCONKEY BENEFITS & FINANCIAL SERV90%
  • GALLAGHER BENEFIT SERVICES, INC.10%
Total $23K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

E.K. MCCONKEY & CO. SALARY DEFERRAL PLAN

401k

Assets$29.5M
Participants181
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

E.K. MCCONKEY & CO., INC. GROUP MEDICAL PLAN

Self Funded - AVALON INSURANCE COMPANY

Premiums$552K
Covered lives103
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

E.K. MCCONKEY & CO., INC. GROUP INSURANCE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$132K
Covered lives113
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001E.K. MCCONKEY & CO. SALARY DEFERRAL PLAN401k$29.5M1812025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502E.K. MCCONKEY & CO., INC. GROUP MEDICAL PLANSelf FundedAVALON INSURANCE COMPANY$552K1032025
501E.K. MCCONKEY & CO., INC. GROUP INSURANCE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$132K1132025
Retirement plans
Welfare plans
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