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Sponsor portfolioTH

PORTER-STARKE SERVICES, INC.

EIN 35-1330771-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$21.0M assets
Welfare
1
$369K premiums
Participants
786
601 WALL STREET, SUITE A - VALPARAISO, IN 46383219-476-4503porterstarke.orgLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$21.0M - 471 part#501Mixed-$369K - 337 lives

Benefits portfolio analytics

1 plan / $369K premiums / 337 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$204K
  • Life$198K
  • Short-term disability$198K
  • Long-term disability$198K
  • Dental$132K
  • Vision$34K
Total $369K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA89%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
  • NEW AVENUES, INC.2%
Total $369K3 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • MJ INSURANCE76%
  • JAMES R NELLIGAN & ASSOCIATES LLC24%
  • WATCHTOWER TECHNOLOGIES INC0%
Total $66K3 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

PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$21.0M
Participants471
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PORTER-STARKE SERVICES, INC. WELFARE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$369K
Covered lives337
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN401k$21.0M4712025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PORTER-STARKE SERVICES, INC. WELFARE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$369K3372024
Retirement plans
Welfare plans
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