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Sponsor portfolio

TARGETED SOLUTIONS, LLC

EIN 26-2343816-marketing and advertising-Latest filing 2025
Plans
3
Retirement
1
$4.5M assets
Welfare
2
$461K premiums
Participants
413
169 TUCKERTON RD - READING, PA 19605484-577-2151go-targeted.comLinkedIn1-10 employeesmarketing and advertising
Plans on this EIN
3 filings
#001401k-$4.5M - 145 part#501Self Funded-$359K - 122 lives#502Fully Insured-$102K - 146 lives

Benefits portfolio analytics

2 plans / $461K premiums / 268 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$359K
  • Dental$59K
  • Vision$59K
  • Short-term disability$26K
  • Long-term disability$14K
  • Life$3K
  • +1 more
Total $461K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • AVALON INSURANCE COMPANY78%
  • SUN LIFE ASSURANCE COMPANY OF CANADA13%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY9%
  • UNITEDHEALTHCARE INSURANCE COMPANY0%
  • ADP0%
Total $461K5 slices

Broker market share

Schedule A broker compensation

Split broker
40%top
  • PATRIOT GROWTH INSURANCE SERVICES40%
  • JAMES R NELLIGAN & ASSOCIATES LLC36%
  • POWER-KUNKLE GROUP INC19%
  • GALLAGHER BENEFIT SERVICES, INC.5%
Total $14K4 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

TARGETED SOLUTIONS LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$4.5M
Participants145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TARGETED SOLUTIONS GROUP MEDICAL PLAN

Self Funded - AVALON INSURANCE COMPANY

Premiums$359K
Covered lives122
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

TARGETED SOLUTIONS GROUP INSURANCE PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$102K
Covered lives146
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TARGETED SOLUTIONS LLC 401(K) PROFIT SHARING PLAN AND TRUST401k$4.5M1452025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TARGETED SOLUTIONS GROUP MEDICAL PLANSelf FundedAVALON INSURANCE COMPANY$359K1222025
502TARGETED SOLUTIONS GROUP INSURANCE PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$102K1462025
Retirement plans
Welfare plans
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