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Sponsor portfolio

MIDPENN LEGAL SERVICES, INC.

EIN 23-7101191-law practice-Latest filing 2025
Plans
2
Retirement
1
$11.8M assets
Welfare
1
$141K premiums
Participants
225
ADMINISTRATION, 100 N CAMERON ST, STE 401 WEST - HARRISBURG, PA 171011406717-234-0492midpenn.orgLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filings
#002401k-$11.8M - 127 part#502Mixed-$141K - 98 lives

Benefits portfolio analytics

1 plan / $141K premiums / 98 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$74K
  • Vision$74K
  • Short-term disability$34K
  • Long-term disability$19K
  • Life$14K
  • Other$14K
Total $141K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • BLUE CROSS OF CALIFORNIA53%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY47%
Total $141K2 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • THE EQUINOX AGENCY LLC79%
  • JAMES R NELLIGAN & ASSOCIATES LLC21%
Total $24K2 slices

Plan deep-dives

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

403(B) THRIFT PLAN FOR EMPLOYEES OF MIDPENN LEGAL SERVICES, INC.

401k

Assets$11.8M
Participants127
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MIDPENN LEGAL SERVICES, INC. HEALTH AND WELFARE PLAN

Mixed - HIGHMARK INC.

Premiums$141K
Covered lives98
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002403(B) THRIFT PLAN FOR EMPLOYEES OF MIDPENN LEGAL SERVICES, INC.401k$11.8M1272025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MIDPENN LEGAL SERVICES, INC. HEALTH AND WELFARE PLANMixedHIGHMARK INC.$141K982025
Retirement plans
Welfare plans
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