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Sponsor portfolioTH

RICHARD J. CARON FOUNDATION

EIN 23-6050680-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$66.0M assets
Welfare
1
$509K premiums
Participants
1,528
PO BOX 150 - WERNERSVILLE, PA 195650150610-743-6406LinkedIn501-1000 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$66.0M - 994 part#501Fully Insured-$509K - 912 lives

Benefits portfolio analytics

1 plan / $509K premiums / 912 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$268K
  • Other$195K
  • Health$156K
  • Vision$45K
  • Short-term disability$17K
Total $509K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • AETNA LIFE INSURANCE COMPANY83%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA9%
  • CAREBRIDGE CORPORATION5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
Total $509K4 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • EXPLAIN MY BENEFITS LLC66%
  • CONNER STRONG & BUCKELEW23%
  • ALLIANT INSURANCE SERVICES, INC.11%
  • PENTRA LLC0%
  • ENGLE-HAMBRIGHT & DAVIES, INC.-0%
Total $67K5 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

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF RICHARD J. CARON FOUNDATION

401k

Assets$66.0M
Participants994
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RICHARD J. CARON FOUNDATION WELFARE PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$509K
Covered lives912
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF RICHARD J. CARON FOUNDATION401k$66.0M9942025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RICHARD J. CARON FOUNDATION WELFARE PLANFully InsuredAETNA LIFE INSURANCE CO.$509K9122025
Retirement plans
Welfare plans
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