Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Prescription drug$413K
- Other$141K
- Life$132K
- Short-term disability$132K
- Long-term disability$132K
- +2 more
Sponsor portfolio
SURGENT MCCOY CPE, LLC
EIN 34-2037648accountingLatest filing 2025
Plans
2
Retirement
1
$22.5M assets
Welfare
1
$2.3M premiums
Participants
428
201 N. KING OF PRUSSIA RD, SUITE 370 - RADNOR, PA 19087610-994-9634LinkedIn51-200 employeesaccounting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.3M premiums / 261 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- BLUE CROSS OF CALIFORNIA89%
- METROPOLITAN LIFE INSURANCE COMPANY6%
- AETNA LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
88%top
- ASSUREDPARTNERS88%
- GCG FINANCIAL LLC12%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SURGENT MCCOY CPE, LLC 401(K) PLAN
401k
Assets$22.5M
Participants240
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KNOWFULLY HEALTH AND WELFARE PLAN
Fully Insured - INDEPENDENCE BLUE CROSS
Premiums$2.3M
Covered lives261
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SURGENT MCCOY CPE, LLC 401(K) PLAN | 401k | $22.5M | 240 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KNOWFULLY HEALTH AND WELFARE PLAN | Fully Insured | INDEPENDENCE BLUE CROSS | $2.3M | 261 | 2025 |
Retirement plans
Welfare plans