Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$242K
- Long-term disability$56K
- Life$10K
- Short-term disability$9K
- Other$1K
Sponsor portfolio
STOCK AND LEADER
EIN 23-2849149law practiceLatest filing 2024
Plans
2
Retirement
1
$17.3M assets
Welfare
1
$319K premiums
Participants
160
221 W PHILADELPHIA STREET, SUITE E600 - YORK, PA 17401717-846-9800stockandleader.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $319K premiums / 138 covered livesCarrier market share
Premium dollars by Schedule A carrier
76%top
- HM LIFE INSURANCE COMPANY76%
- NORTHWESTERN MUTUAL24%
- QUEST BEHAVIORAL HEALTH, INC.0%
Broker market share
Schedule A broker compensation
42%top
- R TODD GRANDY42%
- JASON S BELL42%
- DAVID WAYNE ZIEGLER9%
- SCOTT IODICE ASSC LLC7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
STOCK AND LEADER RETIREMENT SAVINGS PLAN
401k
Assets$17.3M
Participants92
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
STOCK AND LEADER, A PROFESSIONAL CORPORATION GROUP HEALTH PLAN
Mixed - HM LIFE INSURANCE COMPANY
Premiums$319K
Covered lives138
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STOCK AND LEADER RETIREMENT SAVINGS PLAN | 401k | $17.3M | 92 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | STOCK AND LEADER, A PROFESSIONAL CORPORATION GROUP HEALTH PLAN | Mixed | HM LIFE INSURANCE COMPANY | $319K | 138 | 2024 |
Retirement plans
Welfare plans