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Sponsor portfolio

LENNON, SMITH, SOULERET ENGINEERING, INC.

EIN 25-1496249-Latest filing 2025
Plans
2
Retirement
1
$12.7M assets
Welfare
1
$2.2M premiums
Participants
305
846 4TH AVENUE - CORAOPOLIS, PA 15108412-264-4400
Plans on this EIN
2 filings
#002401k-$12.7M - 155 part#501Fully Insured-$2.2M - 228 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 228 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Dental$2.1M
  • Vision$2.1M
  • Prescription drug$2.1M
  • Life$115K
  • Short-term disability$115K
  • +2 more
Total $2.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • PRINCIPAL LIFE INSURANCE COMPANY5%
Total $2.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • LIBERTY FINANCIAL SERVICES76%
  • DANIEL DESTEFANO24%
Total $61K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LENNON, SMITH, SOULERET ENGINEERING, INC. 401(K) PLAN

401k

Assets$12.7M
Participants155
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LENNON, SMITH, SOULERET ENGINEERING, INC. HEALTH AND WELFARE PLAN

Fully Insured - HIGHMARK INC.

Premiums$2.2M
Covered lives228
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002LENNON, SMITH, SOULERET ENGINEERING, INC. 401(K) PLAN401k$12.7M1552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LENNON, SMITH, SOULERET ENGINEERING, INC. HEALTH AND WELFARE PLANFully InsuredHIGHMARK INC.$2.2M2282025
Retirement plans
Welfare plans
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