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Sponsor portfolio

JAMES, SMITH, DIETTERICK & CONNELLY, LLP

EIN 25-1584038-legal services-Latest filing 2025
Plans
2
Retirement
1
$5.6M assets
Welfare
1
$165K premiums
Participants
87
11 EAST CHOCOLATE AVENUE, SUITE 300 - HERSHEY, PA 17033717-533-3280jsdc.comLinkedIn11-50 employeeslegal services
Plans on this EIN
2 filings
#001401k-$5.6M - 48 part#501Mixed-$165K - 39 lives

Benefits portfolio analytics

1 plan / $165K premiums / 39 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$90K
  • Life$61K
  • Short-term disability$61K
  • Long-term disability$61K
  • Other$61K
  • Dental$12K
  • +1 more
Total $165K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • AVALON INSURANCE COMPANY50%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA37%
  • UNITED CONCORDIA INSURANCE COMPANY7%
  • EVEREST REINSURANCE COMPANY5%
  • DAVIS VISION1%
Total $165K5 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • ASSUREDPARTNERS81%
  • PCI INSURANCE AGENCY19%
Total $7K2 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

JSDC LAW OFFICES 401(K) PLAN

401k

Assets$5.6M
Participants48
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JAMES, SMITH, DIETTERICK & CONNELLY, LLP EMPLOYEE BENEFIT PLAN

Mixed - AVALON INSURANCE COMPANY

Premiums$165K
Covered lives39
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JSDC LAW OFFICES 401(K) PLAN401k$5.6M482025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JAMES, SMITH, DIETTERICK & CONNELLY, LLP EMPLOYEE BENEFIT PLANMixedAVALON INSURANCE COMPANY$165K392025
Retirement plans
Welfare plans
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