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Sponsor portfolio

CADDICK UTILITIES LLC

EIN 26-3945873-construction-Latest filing 2025
Plans
3
Retirement
1
$29.9M assets
Welfare
2
$901K premiums
Participants
395
254 S. MAIN ST., P.O. BOX 59 - AMBLER, PA 19002215-653-0260LinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#001401k-$29.9M - 151 part#502Self Funded-$732K - 119 lives#501Fully Insured-$169K - 125 lives

Benefits portfolio analytics

2 plans / $901K premiums / 244 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$732K
  • Life$168K
  • Other$166K
  • Dental$165K
  • Short-term disability$165K
  • Long-term disability$165K
Total $901K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA81%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA18%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY0%
  • BLUE CROSS OF CALIFORNIA0%
  • HM LIFE INSURANCE COMPANY0%
Total $901K5 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • JAMES R NELLIGAN & ASSOCIATES LLC92%
  • AMERIHEALTH ADMINISTRATORS INC8%
  • BIDDLE INSURANCE SERVICES1%
  • KELLY & ASSOCIATES INSURANCE GROUP0%
Total $24K4 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

CADDICK UTILITIES LLC 401K RETIREMENT PLAN

401k

Assets$29.9M
Participants151
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CADDICK UTILITIES, LLC GROUP MEDICAL PLAN

Self Funded - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$732K
Covered lives119
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

CADDICK UTILITIES, LLC EMPLOYEE BENEFIT PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$169K
Covered lives125
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CADDICK UTILITIES LLC 401K RETIREMENT PLAN401k$29.9M1512025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CADDICK UTILITIES, LLC GROUP MEDICAL PLANSelf FundedSUN LIFE ASSURANCE COMPANY OF CANADA$732K1192025
501CADDICK UTILITIES, LLC EMPLOYEE BENEFIT PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$169K1252025
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