Carrier market share
Premium dollars by Schedule A carrier
100%top
- UNITED STATES FIRE INSURANCE COMPANY100%
- UNITEDHEALTHCARE INSURANCE COMPANY0%
- PRINCIPAL LIFE INSURANCE COMPANY0%
Sponsor portfolioTH
SAGEWORTH TRUST COMPANY
EIN 23-3089620financial servicesLatest filing 2025
Plans
2
Retirement
1
$31.8M assets
Welfare
1
$298K premiums
Participants
186
1861 SANTA BARBARA DRIVE - LANCASTER, PA 17601717-735-8021sageworth.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $298K premiums / 74 covered livesMulti-vendor
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SAGEWORTH TRUST COMPANY 401(K) PROFIT SHARING PLAN
401k
Assets$31.8M
Participants112
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SAGEWORTH TRUST COMPANY EMPLOYEE BENEFIT PLAN
Mixed - CRUM & FORSTER
Premiums$298K
Covered lives74
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SAGEWORTH TRUST COMPANY 401(K) PROFIT SHARING PLAN | 401k | $31.8M | 112 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SAGEWORTH TRUST COMPANY EMPLOYEE BENEFIT PLAN | Mixed | CRUM & FORSTER | $298K | 74 | 2025 |
Retirement plans
Welfare plans