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Sponsor portfolio

LISTRAK INC.

EIN 23-3025990-marketing and advertising-Latest filing 2025
Plans
3
Retirement
1
$40.2M assets
Welfare
2
$550K premiums
Participants
686
100 W. MILLPORT ROAD - LITITZ, PA 17543717-627-6080listrak.comLinkedIn201-500 employeesmarketing and advertising
Plans on this EIN
3 filings
#001401k-$40.2M - 349 part#502Mixed-$550K - 594 lives#501Self Funded-0 lives

Benefits portfolio analytics

2 plans / $550K premiums / 594 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$521K
  • Life$521K
  • Short-term disability$521K
  • Long-term disability$521K
  • Other$521K
  • Vision$29K
Total $550K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA95%
  • CAPITAL ADVANTAGE ASSURANCE COMPANY5%
Total $550K2 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • ENGLE-HAMBRIGHT & DAVIES, INC.56%
  • JAMES R NELLIGAN & ASSOCIATES LLC44%
Total $54K2 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

LISTRAK, INC. 401(K) PLAN

401k

Assets$40.2M
Participants349
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

LISTRAK, INC. EMPLOYEE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$550K
Covered lives594
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

LISTRAK INC. FLEXIBLE BENEFITS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LISTRAK, INC. 401(K) PLAN401k$40.2M3492025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502LISTRAK, INC. EMPLOYEE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$550K5942024
501LISTRAK INC. FLEXIBLE BENEFITS PLANSelf Funded-$002024
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