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Sponsor portfolio

FISHER AND THOMPSON

EIN 23-2399875-Wholesale Trade-Latest filing 2025
Plans
3
Retirement
1
$11.0M assets
Welfare
2
$763K premiums
Participants
494
100 NEWPORT RD - LEOLA, PA 17540717-656-3307
Plans on this EIN
3 filings
#001401k-$11.0M - 153 part#520Self Funded-$606K - 108 lives#521Fully Insured-$157K - 233 lives

Benefits portfolio analytics

2 plans / $763K premiums / 341 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$732K
  • Dental$150K
  • Life$150K
  • Short-term disability$150K
  • Other$150K
  • Vision$11K
Total $894K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • HM LIFE INSURANCE COMPANY82%
  • METROPOLITAN LIFE INSURANCE COMPANY17%
  • BLUE CROSS OF CALIFORNIA1%
Total $894K3 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • ENGLE-HAMBRIGHT & DAVIES, INC.54%
  • JAMES R NELLIGAN & ASSOCIATES LLC46%
Total $19K2 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

FISHER AND THOMPSON, INC. 401(K) TRUST

401k

Assets$11.0M
Participants153
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520

FISHER & THOMPSON INC. GROUP HEALTH PLAN

Self Funded - HM LIFE INSURANCE COMPANY

Premiums$606K
Covered lives108
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#521

FISHER & THOMPSON, INC. EMPLOYEE BENEFIT PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$157K
Covered lives233
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FISHER AND THOMPSON, INC. 401(K) TRUST401k$11.0M1532025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
520FISHER & THOMPSON INC. GROUP HEALTH PLANSelf FundedHM LIFE INSURANCE COMPANY$606K1082025
521FISHER & THOMPSON, INC. EMPLOYEE BENEFIT PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$157K2332025
Retirement plans
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