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Sponsor portfolio

STATE OF THE ART, INC.

EIN 25-1202653-computer software-Latest filing 2025
Plans
2
Retirement
1
$24.2M assets
Welfare
1
$1.2M premiums
Participants
240
2470 FOX HILL ROAD - STATE COLLEGE, PA 16803814-355-8004LinkedIn1-10 employeescomputer software
Plans on this EIN
2 filings
#001MoneyPurchase-$24.2M - 135 part#501Fully Insured-$1.2M - 105 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 105 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Dental$46K
  • Vision$7K
  • Life$6K
  • Other$6K
Total $1.2M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • GEISINGER HEALTH PLAN95%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
  • DEARBORN LIFE INSURANCE COMPANY1%
Total $1.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • SWIFT KENNEDY FINANCIAL CO INC96%
  • KISH BANK3%
  • CONSOLIDATED BENEFITS INC1%
Total $33K3 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

STATE OF THE ART, INC. MONEY PURCHASE PENSION PLAN

MoneyPurchase

Assets$24.2M
Participants135
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STATE OF THE ART, INC.

Fully Insured - GEISINGER HEALTH PLAN

Premiums$1.2M
Covered lives105
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STATE OF THE ART, INC. MONEY PURCHASE PENSION PLANMoneyPurchase$24.2M1352024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STATE OF THE ART, INC.Fully InsuredGEISINGER HEALTH PLAN$1.2M1052025
Retirement plans
Welfare plans
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