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Sponsor portfolio

PATHFINDER SERVICES, INC.

EIN 35-1122311-Other Services (except Public Administration)-Latest filing 2025
Plans
2
Retirement
1
$7.2M assets
Welfare
1
$215K premiums
Participants
670
2824 THEATER AVENUE - HUNTINGTON, IN 46750260-356-0500
Plans on this EIN
2 filings
#001403b-$7.2M - 482 part#501Mixed-$215K - 2,395 lives

Benefits portfolio analytics

1 plan / $215K premiums / 2,395 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$215K
  • Life$172K
  • Short-term disability$172K
  • Long-term disability$172K
Total $215K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • METROPOLITAN LIFE INSURANCE COMPANY80%
  • QBE INSURANCE12%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
Total $215K3 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • CONNER HEALTH AND BENEFITS INC.92%
  • STEALTH PARTNER GROUP LLC4%
  • MEGAN SILVERMAN4%
  • JAMES BARTLETT LLC0%
  • MELINDA DIANE SWARTLEY0%
  • +2 more
Total $33K7 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

PATHFINDER SERVICES RETIREMENT PLAN

403b

Assets$7.2M
Participants482
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PATHFINDER SERVICES, INC. EMPLOYEE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$215K
Covered lives2,395
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PATHFINDER SERVICES RETIREMENT PLAN403b$7.2M4822025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PATHFINDER SERVICES, INC. EMPLOYEE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$215K2,3952025
Retirement plans
Welfare plans
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