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Sponsor portfolio

ALLEN ORGAN COMPANY LLC

EIN 30-0521689-electrical/electronic manufacturing-Latest filing 2025
Plans
2
Retirement
1
$19.1M assets
Welfare
1
$1.9M premiums
Participants
281
150 LOCUST STREET - MACUNGIE, PA 180620036610-966-2200allenorgan.comLinkedIn51-200 employeeselectrical/electronic manufacturing
Plans on this EIN
2 filings
#003401k-$19.1M - 153 part#501Fully Insured-$1.9M - 234 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 234 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Dental$120K
  • Life$120K
  • Short-term disability$120K
  • Long-term disability$120K
  • +2 more
Total $1.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • VISION SERVICE PLAN0%
Total $1.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • THE EQUINOX AGENCY LLC81%
  • JAMES R NELLIGAN & ASSOCIATES LLC13%
  • GALLAGHER BENEFIT SERVICES, INC.6%
Total $59K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN

401k

Assets$19.1M
Participants153
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALLEN ORGAN HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - HIGHMARK INC.

Premiums$1.9M
Covered lives234
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN401k$19.1M1532025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALLEN ORGAN HEALTH AND WELFARE BENEFITS PLANFully InsuredHIGHMARK INC.$1.9M2342025
Retirement plans
Welfare plans
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