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Sponsor portfolioTH

PERSON DIRECTED SUPPORTS

EIN 23-3039587-non-profit organization management-Latest filing 2025
Plans
3
Retirement
1
$9.5M assets
Welfare
2
$989K premiums
Participants
703
1541 ALTA DR SUITE 202 - WHITEHALL, PA 18052610-841-4401persondirectedsupports.comLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
3 filings
#001401k-$9.5M - 407 part#501Self Funded-$880K - 148 lives#502Fully Insured-$109K - 276 lives

Benefits portfolio analytics

2 plans / $989K premiums / 424 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$880K
  • Dental$96K
  • Vision$13K
Total $989K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • HM LIFE INSURANCE COMPANY89%
  • DELTA DENTAL OF CALIFORNIA10%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • HARTFORD LIFE AND ACCIDENT0%
  • EVEREST REINSURANCE COMPANY0%
Total $989K5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BSI CORPORATE BENEFITS LLC100%
Total $10K1 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

PERSON DIRECTED SUPPORTS 401(K) PLAN

401k

Assets$9.5M
Participants407
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PERSON DIRECTED SUPPORTS, INC. GROUP HEALTH PLAN

Self Funded - HM LIFE INSURANCE COMPANY

Premiums$880K
Covered lives148
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

PERSON DIRECTED SUPPORTS, INC. GROUP INSURANCE PLAN

Fully Insured - DELTA DENTAL OF PENNSYLVANIA

Premiums$109K
Covered lives276
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PERSON DIRECTED SUPPORTS 401(K) PLAN401k$9.5M4072025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PERSON DIRECTED SUPPORTS, INC. GROUP HEALTH PLANSelf FundedHM LIFE INSURANCE COMPANY$880K1482024
502PERSON DIRECTED SUPPORTS, INC. GROUP INSURANCE PLANFully InsuredDELTA DENTAL OF PENNSYLVANIA$109K2762024
Retirement plans
Welfare plans
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