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Sponsor portfolio

ALLEN DISTRIBUTION

EIN 25-1576445-warehousing-Latest filing 2025
Plans
2
Retirement
1
$16.2M assets
Welfare
1
$1.5M premiums
Participants
2,606
1532 COMMERCE AVENUE - CARLISLE, PA 17015717-258-3040allendistribution.comLinkedIn1001-5000 employeeswarehousing
Plans on this EIN
2 filings
#001401k-$16.2M - 1,615 part#501Mixed-$1.5M - 982 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 982 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.1M
  • Life$426K
  • Short-term disability$423K
  • Long-term disability$423K
  • Other$423K
  • Vision$54K
Total $1.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • SWISSRE ACCIDENT & HEALTH RISK SOLUTIONS, LLC69%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA27%
  • HEARTLAND4%
  • ALLSTATE0%
Total $1.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • MARSH & MCLENNAN AGENCY LLC99%
  • IMG1%
Total $40K2 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

ALLEN DISTRIBUTION 401(K) AND PROFIT SHARING PLAN

401k

Assets$16.2M
Participants1,615
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALLEN DISTRIBUTION

Mixed - SWISSRE ACCIDENT & HEALTH RISK SOLUTIONS, LLC

Premiums$1.5M
Covered lives982
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALLEN DISTRIBUTION 401(K) AND PROFIT SHARING PLAN401k$16.2M1,6152025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALLEN DISTRIBUTIONMixedSWISSRE ACCIDENT & HEALTH RISK SOLUTIONS, LLC$1.5M9822024
Retirement plans
Welfare plans
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