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  2. DELL RETIREMENT SERVICES, INC.
Sponsor portfolio

DELL RETIREMENT SERVICES, INC.

EIN 23-3082110-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$18.2M assets
Welfare
1
$526K premiums
Participants
1,135
10000 SHANNONDELL DRIVE - AUDUBON, PA 19403610-728-5200LinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$18.2M - 610 part#501Mixed-$526K - 525 lives

Benefits portfolio analytics

1 plan / $526K premiums / 525 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$490K
  • Dental$482K
  • Life$482K
  • Short-term disability$482K
  • Long-term disability$482K
  • Vision$36K
Total $526K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA92%
  • VISION SERVICE PLAN7%
  • CAREBRIDGE CORPORATION2%
Total $526K3 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • JAMES R NELLIGAN & ASSOCIATES LLC85%
  • BENEFIT TECHNOLOGY RESOURCES, LLC13%
  • JOHNSON KENDALL AND JOHNSON2%
Total $89K3 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

SHANNONDELL 401(K) PLAN

401k

Assets$18.2M
Participants610
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SHANNONDELL AT VALLEY FORGE WELFARE BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$526K
Covered lives525
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SHANNONDELL 401(K) PLAN401k$18.2M6102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SHANNONDELL AT VALLEY FORGE WELFARE BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$526K5252025
Retirement plans
Welfare plans
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