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Sponsor portfolio

TB PHILLY, INC.

EIN 25-1757124-construction-Latest filing 2025
Plans
2
Retirement
1
$23.4M assets
Welfare
1
$1.6M premiums
Participants
416
400 THOMS DRIVE, SUITE 411 - PHOENIXVILLE, PA 19460610-482-6000LinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#001401k-$23.4M - 165 part#501Fully Insured-$1.6M - 246 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 246 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.1M
  • Health$950K
  • Prescription drug$432K
  • Long-term disability$214K
  • Dental$182K
  • Life$182K
  • +2 more
Total $1.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • METROPOLITAN LIFE INSURANCE COMPANY12%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • EYEMED VISION CARE1%
  • MAIN LINE HEALTH0%
Total $1.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • GALLAGHER BENEFIT SERVICES, INC.90%
  • DONALD C SAVOY INC8%
  • BENEFIT STRATEGIES CONSULTING INC1%
Total $102K3 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

TB PHILLY, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$23.4M
Participants165
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TB PHILLY, INC. EMPLOYEE BENEFIT PLAN

Fully Insured - INDEPENDENCE BLUE CROSS

Premiums$1.6M
Covered lives246
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TB PHILLY, INC. 401(K) PROFIT SHARING PLAN401k$23.4M1652025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TB PHILLY, INC. EMPLOYEE BENEFIT PLANFully InsuredINDEPENDENCE BLUE CROSS$1.6M2462025
Retirement plans
Welfare plans
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