PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. FRANK MARTZ COACH COMPANY
Sponsor portfolio

FRANK MARTZ COACH COMPANY

EIN 24-0654440-transportation/trucking/railroad-Latest filing 2024
Plans
4
Retirement
2
$8.8M assets
Welfare
2
$1.8M premiums
Participants
676
239 OLD RIVER ROAD - WILKES-BARRE, PA 18702570-821-3828LinkedIn1-10 employeestransportation/trucking/railroad
Plans on this EIN
4 filings
#002401k-$6.3M - 136 part#003401k-$2.5M - 113 part#502Mixed-$1.6M - 215 lives#501Fully Insured-$220K - 337 lives

Retirement portfolio analytics

2 plans aggregated / $8.8M assets / 249 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • MARTZ GROUP 401(K) (#002)71%
  • UNION EMPLOYEES' 401(K) (#003)29%
Total $8.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MARTZ GROUP 401(K) (#002)136
  • UNION EMPLOYEES' 401(K) (#003)113
Total 249Click row to drill in

Benefits portfolio analytics

2 plans / $1.8M premiums / 552 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Dental$220K
  • Life$220K
  • Short-term disability$220K
  • Long-term disability$220K
  • Other$220K
  • +1 more
Total $1.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • GEISINGER HEALTH PLAN70%
  • UNITEDHEALTHCARE INSURANCE COMPANY18%
  • METROPOLITAN LIFE INSURANCE COMPANY12%
  • BLUE CROSS OF CALIFORNIA1%
Total $1.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
36%top
  • AP BENEFIT ADVISORS, LLC36%
  • MURRAY INSURANCE ASSOCIATES32%
  • GIS BENEFITS INC13%
  • BOON CHAPMAN BENEFIT ADMINISTRATORS8%
  • MARSH & MCLENNAN AGENCY LLC8%
  • +1 more
Total $96K6 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

THE MARTZ GROUP 401(K) PLAN

401k

Assets$6.3M
Participants136
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

FRANK MARTZ COACH COMPANY UNION EMPLOYEES' 401(K) PLAN

401k

Assets$2.5M
Participants113
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

FRANK MARTZ COACH COMPANY SECTION 125 PLAN

Mixed - GEISINGER HEALTH PLAN

Premiums$1.6M
Covered lives215
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

FRANK MARTZ COACH COMPANY GROUP HEALTH AND WELFARE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$220K
Covered lives337
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE MARTZ GROUP 401(K) PLAN401k$6.3M1362024
003FRANK MARTZ COACH COMPANY UNION EMPLOYEES' 401(K) PLAN401k$2.5M1132024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502FRANK MARTZ COACH COMPANY SECTION 125 PLANMixedGEISINGER HEALTH PLAN$1.6M2152024
501FRANK MARTZ COACH COMPANY GROUP HEALTH AND WELFARE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$220K3372024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica