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Sponsor portfolio

SUCCESS REHABILITATION, INC.

EIN 23-2590923-hospital & health care-Latest filing 2024
Plans
3
Retirement
1
$8.9M assets
Welfare
2
$934K premiums
Participants
654
5666 CLYMER ROAD - QUAKERTOWN, PA 189513264215-538-3488successrehab.comLinkedIn51-200 employeeshospital & health care
Plans on this EIN
3 filings
#002401k-$8.9M - 334 part#502Self Funded-$679K - 145 lives#501Fully Insured-$256K - 211 lives

Benefits portfolio analytics

2 plans / $934K premiums / 356 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$679K
  • Life$156K
  • Short-term disability$156K
  • Long-term disability$156K
  • Other$156K
  • Dental$85K
  • +1 more
Total $934K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA73%
  • HARTFORD LIFE AND ACCIDENT17%
  • AETNA LIFE INSURANCE COMPANY9%
  • EYEMED VISION CARE2%
  • HM LIFE INSURANCE COMPANY0%
Total $934K5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • PATRIOT GROWTH INSURANCE SERVICES100%
Total $16K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SUCCESS REHABILITATION, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$8.9M
Participants334
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SUCCESS REHABILITATION INC. GROUP MEDICAL PLAN

Self Funded - SUN LIFE ASSURANCE COMPANY

Premiums$679K
Covered lives145
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

SUCCESS REHABILITATION, INC. EMPLOYEE BENEFIT PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$256K
Covered lives211
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SUCCESS REHABILITATION, INC. 401(K) PROFIT SHARING PLAN401k$8.9M3342024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SUCCESS REHABILITATION INC. GROUP MEDICAL PLANSelf FundedSUN LIFE ASSURANCE COMPANY$679K1452024
501SUCCESS REHABILITATION, INC. EMPLOYEE BENEFIT PLANFully InsuredHARTFORD LIFE AND ACCIDENT$256K2112024
Retirement plans
Welfare plans
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