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Sponsor portfolio

ANDESA SERVICES, INC.

EIN 23-2545253-Latest filing 2025
Plans
4
Retirement
2
$42.0M assets
Welfare
2
$383K premiums
Participants
490
1611 POND ROAD, SUITE 210 - ALLENTOWN, PA 18104610-439-5204
Plans on this EIN
4 filings
#001401k-$34.8M - 200 part#003ESOP-$7.2M - 188 part#502Mixed-$383K - 195 lives#501Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $42.0M assets / 388 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • SAVINGS INCENTIVE PLAN (#001)83%
  • EMPLOYEE STOCK OWNERSHIP (#003)17%
Total $42.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SAVINGS INCENTIVE PLAN (#001)200
  • EMPLOYEE STOCK OWNERSHIP (#003)188
Total 388Click row to drill in

Benefits portfolio analytics

2 plans / $383K premiums / 195 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$304K
  • Other$37K
  • Life$33K
  • Vision$27K
  • Long-term disability$15K
  • Short-term disability$81
Total $383K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • HM LIFE INSURANCE COMPANY79%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA14%
  • EYEMED VISION CARE7%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK0%
  • HEALTHIEST YOU0%
Total $383K5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BSI CORPORATE BENEFITS LLC100%
Total $2K1 slice

Plan deep-dives

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

ANDESA SERVICES SAVINGS INCENTIVE PLAN

401k

Assets$34.8M
Participants200
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ANDESA SERVICES INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$7.2M
Participants188
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ANDESA SERVICES, INC. GROUP INSURANCE PLAN

Mixed - HM LIFE INSURANCE COMPANY

Premiums$383K
Covered lives195
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

ANDESA SERVICES, INC. EMPLOYEE BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ANDESA SERVICES SAVINGS INCENTIVE PLAN401k$34.8M2002024
003ANDESA SERVICES INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$7.2M1882024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ANDESA SERVICES, INC. GROUP INSURANCE PLANMixedHM LIFE INSURANCE COMPANY$383K1952025
501ANDESA SERVICES, INC. EMPLOYEE BENEFIT PLANSelf Funded-$002025
Retirement plans
Welfare plans
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