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Sponsor portfolio

PRELUDE SYSTEMS, INC.

EIN 23-2942042-Latest filing 2025
Plans
3
Retirement
1
$11.2M assets
Welfare
2
$585K premiums
Participants
339
5095 RITTER ROAD, SUITE 112 - MECHANICSBURG, PA 17055717-441-2411
Plans on this EIN
3 filings
#001401k-$11.2M - 139 part#502Self Funded-$450K - 92 lives#503Fully Insured-$135K - 95 lives

Benefits portfolio analytics

2 plans / $585K premiums / 187 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$450K
  • Dental$47K
  • Short-term disability$32K
  • Other$27K
  • Life$23K
  • Long-term disability$17K
  • +1 more
Total $585K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • AVALON INSURANCE COMPANY77%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA15%
  • DELTA DENTAL OF CALIFORNIA8%
Total $585K3 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • MCCONKEY BENEFITS & FINANCIAL SERV90%
  • BENEFITMALL10%
Total $38K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PRELUDE SERVICES 401(K) RETIREMENT PLAN

401k

Assets$11.2M
Participants139
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

PRELUDE SYSTEMS, INC. GROUP MEDICAL PLAN

Self Funded - AVALON INSURANCE COMPANY

Premiums$450K
Covered lives92
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

PRELUDE SYSTEMS, INC. GROUP INSURANCE PLAN

Fully Insured - DELTA DENTAL OF PENNSYLVANIA

Premiums$135K
Covered lives95
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PRELUDE SERVICES 401(K) RETIREMENT PLAN401k$11.2M1392024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502PRELUDE SYSTEMS, INC. GROUP MEDICAL PLANSelf FundedAVALON INSURANCE COMPANY$450K922025
503PRELUDE SYSTEMS, INC. GROUP INSURANCE PLANFully InsuredDELTA DENTAL OF PENNSYLVANIA$135K952025
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