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Sponsor portfolioTH

KENCREST SERVICES

EIN 25-1439925-Latest filing 2025
Plans
2
Retirement
1
$54.8M assets
Welfare
1
$958K premiums
Participants
3,737
960A HARVEST DRIVE, SUITE 100 - BLUE BELL, PA 19422610-825-9360palifesharing.comLinkedIn501-1000 employees
Plans on this EIN
2 filings
#005403b-$54.8M - 2,071 part#518Mixed-$958K - 1,666 lives

Benefits portfolio analytics

1 plan / $958K premiums / 1,666 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$499K
  • Life$474K
  • Dental$327K
  • Long-term disability$221K
  • Short-term disability$132K
Total $958K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
40%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA40%
  • AETNA LIFE INSURANCE COMPANY34%
  • HARTFORD LIFE AND ACCIDENT23%
  • CAREBRIDGE CORPORATION3%
Total $958K4 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • GALLAGHER BENEFIT SERVICES, INC.56%
  • JAMES H. VAN EPPS35%
  • CHARLES D. BLOCK10%
  • NFP INSURANCE SERVICES INC0%
  • DWIGHT L PIERCE0%
Total $160K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

KEN-CREST SERVICES 403(B) RETIREMENT PLAN

403b

Assets$54.8M
Participants2,071
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#518

KENCREST SERVICES HEALTH AND WELFARE BENEFIT PLAN

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$958K
Covered lives1,666
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
005KEN-CREST SERVICES 403(B) RETIREMENT PLAN403b$54.8M2,0712024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
518KENCREST SERVICES HEALTH AND WELFARE BENEFIT PLANMixedAETNA LIFE INSURANCE COMPANY$958K1,6662025
Retirement plans
Welfare plans
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