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Sponsor portfolio

SCOTLAND ROAD MARKET, INC.

EIN 25-1197011-Latest filing 2025
Plans
3
Retirement
2
$1.7M assets
Welfare
1
$207K premiums
Participants
149
410 STOUFFER AVENUE - CHAMBERSBURG, PA 17201717-263-1918LinkedIn51-200 employees
Plans on this EIN
3 filings
#003401k-$980K - 63 part#002401k-$723K - 49 part#501Mixed-$207K - 37 lives

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 112 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • NON-CUSTOMER CONTACT STAFF (#003)58%
  • CUSTOMER CONTACT STAFF (#002)42%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • NON-CUSTOMER CONTACT STAFF (#003)63
  • CUSTOMER CONTACT STAFF (#002)49
Total 112Click row to drill in

Benefits portfolio analytics

1 plan / $207K premiums / 37 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • HM LIFE INSURANCE COMPANY100%
  • UNITED CONCORDIA INSURANCE COMPANY0%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
  • MADISON NATIONAL LIFE INSURANCE COMPANY0%
Total $207K4 slices

Broker market share

Schedule A broker compensation

Split broker
0%top
  • PCI INSURANCE AGENCY0%
  • NORTH AMERICAN BENEFITS COMPANY0%
  • MICHAEL A. STARR INSURANCE0%
Total $03 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

SCOTLAND ROAD MARKET, INC. ROTH AND 401(K) RETIREMENT PLAN FOR NON-CUSTOMER CONTACT STAFF

401k

Assets$980K
Participants63
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SCOTLAND ROAD MARKET, INC. ROTH AND 401(K) RETIREMENT PLAN FOR CUSTOMER CONTACT STAFF

401k

Assets$723K
Participants49
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SCOTLAND ROAD MARKET, INC. EMPLOYEE BENEFIT PLAN

Mixed - HM LIFE INSURANCE COMPANY

Premiums$207K
Covered lives37
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003SCOTLAND ROAD MARKET, INC. ROTH AND 401(K) RETIREMENT PLAN FOR NON-CUSTOMER CONTACT STAFF401k$980K632024
002SCOTLAND ROAD MARKET, INC. ROTH AND 401(K) RETIREMENT PLAN FOR CUSTOMER CONTACT STAFF401k$723K492024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SCOTLAND ROAD MARKET, INC. EMPLOYEE BENEFIT PLANMixedHM LIFE INSURANCE COMPANY$207K372025
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