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Sponsor portfolio

PENCOR SERVICES, INC.

EIN 24-0820653-broadcast media-Latest filing 2025
Plans
4
Retirement
3
$207.0M assets
Welfare
1
$3.1M premiums
Participants
3,248
613 THIRD STREET - PALMERTON, PA 180711520610-826-9289pencor.comLinkedIn501-1000 employeesbroadcast media
Plans on this EIN
4 filings
#002TraditionalDB-$175.3M - 1,617 part#004401k-$29.0M - 758 part#001TraditionalDB-$2.7M - 78 part#502Mixed-$3.1M - 795 lives

Retirement portfolio analytics

3 plans aggregated / $207.0M assets / 2,453 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • INC. NON-AGREEMENT PENSION (#002)85%
  • SALARY REDUCTION PLAN (#004)14%
  • SERVICES, INC. PENSION (#001)1%
Total $207.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
86%top
  • (Not disclosed)86%
  • TRANSAMERICA RETIREMENT SOLUTIONS14%
Total $207.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. NON-AGREEMENT PENSION (#002)1,617
  • SALARY REDUCTION PLAN (#004)758
  • SERVICES, INC. PENSION (#001)78
Total 2,453Click row to drill in

Benefits portfolio analytics

1 plan / $3.1M premiums / 795 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$2.6M
  • Other$493K
  • Long-term disability$400K
  • Life$93K
Total $3.1M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • UNIMERICA INSURANCE COMPANY84%
  • SUN LIFE ASSURANCE COMPANY OF CANADA13%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
Total $3.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • STEALTH PARTNER GROUP LLC73%
  • THE EQUINOX AGENCY LLC17%
  • JAMES R NELLIGAN & ASSOCIATES LLC9%
  • JONATHAN DOLIN0%
  • CRAIG MUSCHKO0%
  • +1 more
Total $253K6 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

PENCOR SERVICES, INC. NON-AGREEMENT PENSION PLAN

TraditionalDB

Assets$175.3M
Participants1,617
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN

401k

Assets$29.0M
Participants758
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PENCOR SERVICES, INC. PENSION PLAN

TraditionalDB

Assets$2.7M
Participants78
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

PENCOR SERVICES, INC. INSURANCE PLAN

Mixed - WELLPOINT

Premiums$3.1M
Covered lives795
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002PENCOR SERVICES, INC. NON-AGREEMENT PENSION PLANTraditionalDB$175.3M1,6172025
004PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN401k$29.0M7582024
001PENCOR SERVICES, INC. PENSION PLANTraditionalDB$2.7M782025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502PENCOR SERVICES, INC. INSURANCE PLANMixedWELLPOINT$3.1M7952024
Retirement plans
Welfare plans
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