Assets by plan
Share of aggregate retirement assets
Filings through .
Andesa Services, Inc.
EIN 23-2545253Finance and InsuranceLatest filing 2025
Plans
4
Retirement
2
$48.4M assets
Health & Benefits
2
$383K premiums
Participants
468
1611 POND RD, SUITE 210 - ALLENTOWN, PA 18104610-821-8980
Plans on this EIN
4 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $48.4M assets / 366 participants
Participants by plan
Active + retired + deferred vested
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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
ANDESA SERVICES SAVINGS INCENTIVE PLAN
401(k)
Assets$36.3M
Participants175
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
ANDESA SERVICES INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$12.1M
Participants191
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
ANDESA SERVICES, INC. GROUP INSURANCE PLAN
Mixed - HM LIFE INSURANCE COMPANY
Premiums$383K
Covered lives195
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
ANDESA SERVICES, INC. EMPLOYEE BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ANDESA SERVICES SAVINGS INCENTIVE PLAN | 401(k) | $36.3M | 175 | 2025 |
| #003 | ANDESA SERVICES INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $12.1M | 191 | 2025 |
- #001 · 401(k) · 2025175
- #003 · ESOP · 2025191
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | ANDESA SERVICES, INC. GROUP INSURANCE PLAN | Mixed | HM LIFE INSURANCE COMPANY | $383K | 195 | 2025 |
| #501 | ANDESA SERVICES, INC. EMPLOYEE BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
- #502 · Mixed · HM LIFE INSURANCE COMPANY · 2025195
- #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans