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Sponsor portfolioTH

MELMARK, INC.

EIN 23-6399542-individual & family services-Latest filing 2025
Plans
3
Retirement
2
$66.8M assets
Welfare
1
$1.2M premiums
Participants
3,397
2600 WAYLAND ROAD - BERWYN, PA 19312610-353-1726melmark.orgLinkedIn1001-5000 employeesindividual & family services
Plans on this EIN
3 filings
#002403b-$41.1M - 1,208 part#001ProfitSharing-$25.6M - 1,545 part#501Mixed-$1.2M - 644 lives

Retirement portfolio analytics

2 plans aggregated / $66.8M assets / 2,753 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • RETIREMENT ANNUITY PLAN (#002)62%
  • INC. RETIREMENT PLAN (#001)38%
Total $66.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
62%top
  • TIAA62%
  • (Not disclosed)38%
Total $66.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#001)1,545
  • RETIREMENT ANNUITY PLAN (#002)1,208
Total 2,753Click row to drill in

Benefits portfolio analytics

1 plan / $1.2M premiums / 644 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$873K
  • Life$301K
  • Long-term disability$301K
  • Other$301K
  • Dental$36K
  • Vision$31K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • FAIR AMERICAN INSURANCE AND REINSURANCE COMPANY70%
  • SUN LIFE ASSURANCE COMPANY OF CANADA24%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA2%
Total $1.2M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ASSUREDPARTNERS100%
Total $59K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MELMARK, INC. SUPPLEMENTAL RETIREMENT ANNUITY PLAN

403b

Assets$41.1M
Participants1,208
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MELMARK, INC. RETIREMENT PLAN

ProfitSharing

Assets$25.6M
Participants1,545
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MELMARK, INC. EMPLOYEE BENEFIT PLAN

Mixed - FAIR AMERICAN INSURANCE AND REINSURANCE COMPANY

Premiums$1.2M
Covered lives644
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MELMARK, INC. SUPPLEMENTAL RETIREMENT ANNUITY PLAN403b$41.1M1,2082024
001MELMARK, INC. RETIREMENT PLANProfitSharing$25.6M1,5452024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MELMARK, INC. EMPLOYEE BENEFIT PLANMixedFAIR AMERICAN INSURANCE AND REINSURANCE COMPANY$1.2M6442025
Retirement plans
Welfare plans
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