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Sponsor portfolio

ACCROTOOL INC

EIN 25-1757631-consumer goods-Latest filing 2025
Plans
2
Retirement
1
$7.1M assets
Welfare
1
$86K premiums
Participants
227
401 HUNT VALLEY RD - NEW KENSINGTON, PA 15068724-339-3560accrotool.comLinkedIn51-200 employeesconsumer goods
Plans on this EIN
2 filings
#001401k-$7.1M - 126 part#501Mixed-$86K - 101 lives

Benefits portfolio analytics

1 plan / $86K premiums / 101 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$39K
  • Life$27K
  • Long-term disability$20K
  • Other$16K
Total $86K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $86K1 slice

Broker market share

Schedule A broker compensation

Split broker
77%top
  • ASSUREDPARTNERS77%
  • PROFESSIONAL GROUP PLANS INC23%
Total $18K2 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

ACCROTOOL, INC. EMPLOYEES SAVINGS & RETIREMENT PLAN

401k

Assets$7.1M
Participants126
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE ACCROTOOL HEALTH AND WELFARE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$86K
Covered lives101
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ACCROTOOL, INC. EMPLOYEES SAVINGS & RETIREMENT PLAN401k$7.1M1262025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE ACCROTOOL HEALTH AND WELFARE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$86K1012025
Retirement plans
Welfare plans
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