Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$309K
- Dental$250K
- Vision$250K
- Life$250K
- Short-term disability$250K
- Long-term disability$250K
- +1 more
Sponsor portfolio
J.R. BALSAN, INC. DBA JOHNSTONE SUPPLY
EIN 23-2809095Wholesale TradeLatest filing 2024
Plans
3
Retirement
1
$10.4M assets
Welfare
2
$559K premiums
Participants
495
55 COUNTRY CLUB DRIVE, STE. 201 - DOWNINGTOWN, PA 193353062410-268-0551
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $559K premiums / 299 covered livesCarrier market share
Premium dollars by Schedule A carrier
55%top
- AVALON INSURANCE COMPANY55%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA45%
Broker market share
Schedule A broker compensation
84%top
- KISTLER TIFFANY BENEFITS84%
- ENROLLEASE10%
- AMERIHEALTH ADMINISTRATORS INC7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
J.R. BALSAN, INC. RETIREMENT SAVINGS PLAN
401k
Assets$10.4M
Participants196
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
J.R. BALSAN INC. GROUP MEDICAL PLAN
Self Funded - AVALON INSURANCE COMPANY
Premiums$309K
Covered lives123
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
J.R. BALSAN GROUP INSURANCE PLAN (502)
Fully Insured - GUARDIAN LIFE INSURANCE COMPANY
Premiums$250K
Covered lives176
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | J.R. BALSAN, INC. RETIREMENT SAVINGS PLAN | 401k | $10.4M | 196 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | J.R. BALSAN INC. GROUP MEDICAL PLAN | Self Funded | AVALON INSURANCE COMPANY | $309K | 123 | 2024 | |
| 502 | J.R. BALSAN GROUP INSURANCE PLAN (502) | Fully Insured | GUARDIAN LIFE INSURANCE COMPANY | $250K | 176 | 2024 |
Retirement plans
Welfare plans