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Sponsor portfolioTH

MID-ATLANTIC COOPERATIVE SOLUTIONS, INC.

EIN 43-1952860-oil & energy-Latest filing 2025
Plans
4
Retirement
2
$17.7M assets
Welfare
2
$918K premiums
Participants
751
230 LINCOLN WAY EAST - NEW OXFORD, PA 17350717-624-5858LinkedIn51-200 employeesoil & energy
Plans on this EIN
4 filings
#001401k-$10.0M - 228 part#002ESOP-$7.7M - 214 part#511Self Funded-$720K - 137 lives#510Fully Insured-$198K - 229 lives

Retirement portfolio analytics

2 plans aggregated / $17.7M assets / 442 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • PROFIT SHARING PLAN (#001)56%
  • EMPLOYEE STOCK OWNERSHIP (#002)44%
Total $17.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)228
  • EMPLOYEE STOCK OWNERSHIP (#002)214
Total 442Click row to drill in

Benefits portfolio analytics

2 plans / $918K premiums / 366 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$720K
  • Dental$82K
  • Life$58K
  • Other$58K
  • Long-term disability$32K
  • Short-term disability$14K
  • +1 more
Total $918K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • AVALON INSURANCE COMPANY78%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY11%
  • UNITED CONCORDIA INSURANCE COMPANY9%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $918K4 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • MATHER & STROHL ADMIN SVC INC91%
  • MCCONKEY BENEFITS & FINANCIAL SERV9%
Total $24K2 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

AERO ENERGY RETIREMENT AND PROFIT SHARING PLAN

401k

Assets$10.0M
Participants228
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MID-ATLANTIC COOPERATIVE SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$7.7M
Participants214
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

AERO ENERGY, INC. GROUP MEDICAL PLAN

Self Funded - AVALON INSURANCE COMPANY

Premiums$720K
Covered lives137
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

AERO ENERGY, INC. FLEXIBLE BENEFITS PLAN

Fully Insured - UNITED CONCORDIA INSURANCE COMPANY

Premiums$198K
Covered lives229
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001AERO ENERGY RETIREMENT AND PROFIT SHARING PLAN401k$10.0M2282025
002MID-ATLANTIC COOPERATIVE SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$7.7M2142025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
511AERO ENERGY, INC. GROUP MEDICAL PLANSelf FundedAVALON INSURANCE COMPANY$720K1372025
510AERO ENERGY, INC. FLEXIBLE BENEFITS PLANFully InsuredUNITED CONCORDIA INSURANCE COMPANY$198K2292025
Retirement plans
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