PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. BLAIR SENIOR SERVICES, INC.
Sponsor portfolioTH

BLAIR SENIOR SERVICES, INC.

EIN 25-1259406-non-profit organization management-Latest filing 2025
Plans
4
Retirement
2
$7.7M assets
Welfare
2
$592K premiums
Participants
659
1320 TWELFTH AVENUE - ALTOONA, PA 16601814-946-1235blairsenior.orgLinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
4 filings
#001MoneyPurchase-$5.9M - 211 part#002403b-$1.8M - 211 part#502Self Funded-$481K - 74 lives#501Fully Insured-$111K - 163 lives

Retirement portfolio analytics

2 plans aggregated / $7.7M assets / 422 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • MONEY PURCHASE PLAN (#001)77%
  • SERVICES, INC. 403(B) (#002)23%
Total $7.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MONEY PURCHASE PLAN (#001)211
  • SERVICES, INC. 403(B) (#002)211
Total 422Click row to drill in

Benefits portfolio analytics

2 plans / $592K premiums / 237 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$481K
  • Life$60K
  • Short-term disability$60K
  • Long-term disability$60K
  • Other$60K
  • Dental$42K
  • +1 more
Total $592K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • HM LIFE INSURANCE COMPANY81%
  • HARTFORD LIFE AND ACCIDENT10%
  • UNITED CONCORDIA INSURANCE COMPANY7%
  • BLUE CROSS OF CALIFORNIA2%
Total $592K4 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • ROBERT CROOK56%
  • PCI INSURANCE AGENCY44%
Total $13K2 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

BLAIR SENIOR SERVICES, INC. MONEY PURCHASE PLAN

MoneyPurchase

Assets$5.9M
Participants211
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BLAIR SENIOR SERVICES, INC. 403(B) PLAN

403b

Assets$1.8M
Participants211
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

BLAIR SENIOR SERVICES, INC. GROUP MEDICAL PLAN

Self Funded - HM LIFE INSURANCE COMPANY

Premiums$481K
Covered lives74
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

BLAIR SENIOR SERVICES, INC. HEALTH & WELFARE PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$111K
Covered lives163
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BLAIR SENIOR SERVICES, INC. MONEY PURCHASE PLANMoneyPurchase$5.9M2112025
002BLAIR SENIOR SERVICES, INC. 403(B) PLAN403b$1.8M2112025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502BLAIR SENIOR SERVICES, INC. GROUP MEDICAL PLANSelf FundedHM LIFE INSURANCE COMPANY$481K742025
501BLAIR SENIOR SERVICES, INC. HEALTH & WELFARE PLANFully InsuredHARTFORD LIFE AND ACCIDENT$111K1632025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica