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Sponsor portfolio

MOUNTZ JEWELERS, L. P.

EIN 25-1858491-luxury goods & jewelry-Latest filing 2025
Plans
2
Retirement
1
$2.9M assets
Welfare
1
$253K premiums
Participants
83
3780 TRINDLE ROAD - CAMP HILL, PA 17011717-763-1199mountzjewelers.comLinkedIn11-50 employeesluxury goods & jewelry
Plans on this EIN
2 filings
#001401k-$2.9M - 48 part#501Fully Insured-$253K - 35 lives

Benefits portfolio analytics

1 plan / $253K premiums / 35 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$218K
  • Vision$211K
  • Health$209K
  • Prescription drug$209K
  • Stop-loss$34K
Total $253K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • CAPITAL ADVANTAGE ASSURANCE COMPANY83%
  • AVALON INSURANCE COMPANY13%
  • DELTA DENTAL OF CALIFORNIA3%
  • BLUE CROSS OF CALIFORNIA1%
Total $253K4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • ASSUREDPARTNERS99%
  • THEODORE MOWERY1%
Total $11K2 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

MOUNTZ JEWELERS EMPLOYEE RETIREMENT PLAN

401k

Assets$2.9M
Participants48
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MOUNTZ JEWELERS, L. P. EMPLOYEE BENEFIT PLAN

Fully Insured - CAPITAL ADVANTAGE ASSURANCE COMPANY

Premiums$253K
Covered lives35
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MOUNTZ JEWELERS EMPLOYEE RETIREMENT PLAN401k$2.9M482024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MOUNTZ JEWELERS, L. P. EMPLOYEE BENEFIT PLANFully InsuredCAPITAL ADVANTAGE ASSURANCE COMPANY$253K352025
Retirement plans
Welfare plans
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