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Sponsor portfolioTH

S.R. SNODGRASS, P.C.

EIN 25-1616561-accounting-Latest filing 2025
Plans
2
Retirement
1
$22.8M assets
Welfare
1
$463K premiums
Participants
312
2009 MACKENZIE WAY SUITE 340 - CRANBERRY TWP, PA 16066724-934-0344srsnodgrass.comLinkedIn51-200 employeesaccounting
Plans on this EIN
2 filings
#006401k-$22.8M - 154 part#501Mixed-$463K - 135 lives

Benefits portfolio analytics

1 plan / $463K premiums / 135 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$323K
  • Long-term disability$140K
  • Dental$114K
  • Vision$114K
  • Life$114K
  • Other$114K
Total $463K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • BERKLEY LIFE AND HEALTH INSURANCE COMPANY70%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA25%
  • AMERITAS LIFE INSURANCE CORP.6%
Total $463K3 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • GCG FINANCIAL LLC78%
  • DAVID W CHAMPE12%
  • RICHARD D BRYER10%
Total $28K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#006

S.R. SNODGRASS, P.C. EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$22.8M
Participants154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

S.R. SNODGRASS, P.C. GROUP LIFE INSURANCE PLAN

Mixed - BERKLEY LIFE AND HEALTH INSURANCE COMPANY

Premiums$463K
Covered lives135
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
006S.R. SNODGRASS, P.C. EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN401k$22.8M1542024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501S.R. SNODGRASS, P.C. GROUP LIFE INSURANCE PLANMixedBERKLEY LIFE AND HEALTH INSURANCE COMPANY$463K1352025
Retirement plans
Welfare plans
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