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Sponsor portfolio

AMERICAN READING COMPANY

EIN 23-2965253-education management-Latest filing 2024
Plans
3
Retirement
2
$19.5M assets
Welfare
1
$1.8M premiums
Participants
845
480 NORRISTOWN ROAD - BLUE BELL, PA 19422610-277-4498americanreading.comLinkedIn201-500 employeeseducation management
Plans on this EIN
3 filings
#001401k-$16.5M - 326 part#002ESOP-$3.0M - 302 part#501Fully Insured-$1.8M - 216 lives

Retirement portfolio analytics

2 plans aggregated / $19.5M assets / 628 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • 401K RETIREMENT PLAN (#001)85%
  • EMPLOYEE STOCK OWNERSHIP (#002)15%
Total $19.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
85%top
  • TRANSAMERICA RETIREMENT SOLUTIONS85%
  • (Not disclosed)15%
Total $19.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401K RETIREMENT PLAN (#001)326
  • EMPLOYEE STOCK OWNERSHIP (#002)302
Total 628Click row to drill in

Benefits portfolio analytics

1 plan / $1.8M premiums / 216 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.2M
  • Other$146K
  • Life$141K
  • Short-term disability$141K
  • Long-term disability$141K
  • +2 more
Total $1.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • BLUE CROSS OF CALIFORNIA66%
  • KEYSTONE HEALTH PLAN EAST20%
  • SUN LIFE ASSURANCE COMPANY OF CANADA8%
  • STANDARD INSURANCE COMPANY5%
  • VISION SERVICE PLAN1%
  • +1 more
Total $1.8M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CORPORATE SYNERGIES GROUP LLC100%
Total $18K1 slice

Plan deep-dives

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

AMERICAN READING COMPANY 401K RETIREMENT PLAN

401k

Assets$16.5M
Participants326
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

AMERICAN READING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$3.0M
Participants302
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AMERICAN READING COMPANY WELFARE BENEFITS PLAN

Fully Insured - INDEPENDENCE BLUE CROSS

Premiums$1.8M
Covered lives216
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001AMERICAN READING COMPANY 401K RETIREMENT PLAN401k$16.5M3262024
002AMERICAN READING COMPANY EMPLOYEE STOCK OWNERSHIP PLANESOP$3.0M3022024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMERICAN READING COMPANY WELFARE BENEFITS PLANFully InsuredINDEPENDENCE BLUE CROSS$1.8M2162024
Retirement plans
Welfare plans
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