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Sponsor portfolio

BLAISE ALEXANDER MANAGEMENT INC.

EIN 27-1575032-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$29.7M assets
Welfare
1
$591K premiums
Participants
1,506
405 ALEXANDER DRIVE - MUNCY, PA 177568160570-546-4925LinkedIn11-50 employeesindividual & family services
Plans on this EIN
2 filings
#001401k-$29.7M - 873 part#501Fully Insured-$591K - 1,171 lives

Benefits portfolio analytics

1 plan / $591K premiums / 1,171 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$591K
  • Dental$591K
  • Vision$591K
  • Life$591K
  • Short-term disability$591K
  • Long-term disability$591K
Total $591K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRINCIPAL LIFE INSURANCE COMPANY100%
Total $591K1 slice

Broker market share

Schedule A broker compensation

Split broker
62%top
  • SWIFT KENNEDY FINANCIAL CO INC62%
  • GCG FINANCIAL LLC38%
Total $63K2 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

ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN

401k

Assets$29.7M
Participants873
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BLAISE ALEXANDER MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$591K
Covered lives1,171
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN401k$29.7M8732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BLAISE ALEXANDER MANAGEMENT, INC. EMPLOYEE BENEFIT PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$591K1,1712025
Retirement plans
Welfare plans
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