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Sponsor portfolio

SELF, INC.

EIN 23-2650217-Latest filing 2025
Plans
2
Retirement
1
$424K assets
Welfare
1
$87K premiums
Participants
295
1500 WALNUT STREET,, SUITE 300 - PHILADELPHIA, PA 19102215-496-9610
Plans on this EIN
2 filings
#002401k-$424K - 162 part#501Fully Insured-$87K - 133 lives

Benefits portfolio analytics

1 plan / $87K premiums / 133 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$87K
  • Life$84K
  • Short-term disability$84K
  • Long-term disability$84K
Total $87K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA96%
  • MAIN LINE HEALTH4%
Total $87K2 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • PATRIOT GROWTH INSURANCE SERVICES73%
  • DONALD C SAVOY INC22%
  • GALLAGHER BENEFIT SERVICES, INC.4%
Total $16K3 slices

Plan deep-dives

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

SELF INC. 401(K) PLAN

401k

Assets$424K
Participants162
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SELF, INC. EMPLOYEE BENEFITS PROGRAM

Fully Insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$87K
Covered lives133
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SELF INC. 401(K) PLAN401k$424K1622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SELF, INC. EMPLOYEE BENEFITS PROGRAMFully InsuredEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$87K1332025
Retirement plans
Welfare plans
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