Assets by plan
Share of aggregate retirement assets
Filings through .
Pencor Services, Inc.
EIN 24-0820653broadcast mediaLatest filing 2025
Plans
4
Retirement
3
$213.0M assets
Health & Benefits
1
$3.5M premiums
Participants
3,340
613 THIRD STREET - PALMERTON, PA 180711520610-826-9289pencor.comLinkedIn501-1000 employeesbroadcast media
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $213.0M assets / 2,488 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$178.0M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.5M premiums / 852 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$3.0M
- Other$508K
- Long-term disability$408K
- Life$100K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
PENCOR SERVICES, INC. NON-AGREEMENT PENSION PLAN
Traditional DB
Assets$175.3M
Participants1,617
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN
401(k)
Assets$35.0M
Participants793
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
PENCOR SERVICES, INC. PENSION PLAN
Traditional DB
Assets$2.7M
Participants78
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
PENCOR SERVICES, INC. INSURANCE PLAN
Mixed - WELLPOINT
Premiums$3.5M
Covered lives852
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | PENCOR SERVICES, INC. NON-AGREEMENT PENSION PLAN | Traditional DB | $175.3M | 1,617 | 2025 |
| #004 | PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN | 401(k) | $35.0M | 793 | 2025 |
| #001 | PENCOR SERVICES, INC. PENSION PLAN | Traditional DB | $2.7M | 78 | 2025 |
- #002 · Traditional DB · 20251,617
- #004 · 401(k) · 2025793
- #001 · Traditional DB · 202578
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | PENCOR SERVICES, INC. INSURANCE PLAN | Mixed | WELLPOINT | $3.5M | 852 | 2025 |
- #502 · Mixed · WELLPOINT · 2025852
Retirement plans
Health & Benefits plans