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Sponsor portfolio

JOHN SAVOY & SON, INC.

EIN 24-0817525-Latest filing 2025
Plans
2
Retirement
1
$3.9M assets
Welfare
1
$804K premiums
Participants
239
PO BOX 248 - MONTOURSVILLE, PA 17754570-368-2424
Plans on this EIN
2 filings
#001401k-$3.9M - 124 part#521Fully Insured-$804K - 115 lives

Benefits portfolio analytics

1 plan / $804K premiums / 115 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$766K
  • Life$766K
  • Short-term disability$766K
  • Dental$38K
Total $804K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • NIPPON LIFE INSURANCE COMPANY OF AMERICA95%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
Total $804K2 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • ROCHE FINANCIAL INC74%
  • EMERSON REID LLC26%
Total $54K2 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

JOHN SAVOY AND SON, INC. EMPLOYEE SAVINGS AND PROTECTION PLAN

401k

Assets$3.9M
Participants124
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#521

JOHN SAVOY & SON INC., HEALTH & WELFARE BENEFITS PLAN

Fully Insured - NIPPON LIFE BENEFITS

Premiums$804K
Covered lives115
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JOHN SAVOY AND SON, INC. EMPLOYEE SAVINGS AND PROTECTION PLAN401k$3.9M1242024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
521JOHN SAVOY & SON INC., HEALTH & WELFARE BENEFITS PLANFully InsuredNIPPON LIFE BENEFITS$804K1152025
Retirement plans
Welfare plans
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