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Sponsor portfolio

S & A HOMES, INC.

EIN 25-1375017-construction-Latest filing 2025
Plans
3
Retirement
1
$25.0M assets
Welfare
2
$213K premiums
Participants
628
2121 OLD GATESBURG ROAD - STATE COLLEGE, PA 16803814-231-4780sahomebuilder.comLinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#001401k-$25.0M - 292 part#501Fully Insured-$213K - 226 lives#502Self Funded-0 lives

Benefits portfolio analytics

2 plans / $213K premiums / 226 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$112K
  • Short-term disability$67K
  • Dental$62K
  • Life$50K
  • Long-term disability$20K
  • Vision$14K
Total $213K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY62%
  • BLUE CROSS OF CALIFORNIA29%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA6%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY2%
Total $213K4 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • MCCONKEY BENEFITS & FINANCIAL SERV74%
  • BENEFITMALL14%
  • GILL, RYAN ROBERT11%
  • MID ATLANTIC BENEFITS GROUP LLC1%
  • LAYNE FINANCIAL INC0%
Total $28K5 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

S & A HOMES AND AFFILIATES PROFIT SHARING AND 401(K) PLAN

401k

Assets$25.0M
Participants292
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

S & A HOMES, INC. GROUP MEDICAL PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$213K
Covered lives226
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

S & A HOMES, INC. GROUP HEALTH PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001S & A HOMES AND AFFILIATES PROFIT SHARING AND 401(K) PLAN401k$25.0M2922024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501S & A HOMES, INC. GROUP MEDICAL PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$213K2262025
502S & A HOMES, INC. GROUP HEALTH PLANSelf Funded-$002025
Retirement plans
Welfare plans
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