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Sponsor portfolio

METHOD RESIDENTIAL PB INC

EIN 46-5626756-Latest filing 2025
Plans
2
Retirement
1
$1.7M assets
Welfare
1
$1.8M premiums
Participants
1,328
1523 NORTH FRONT STREET, SUITE 300 - PHILADELPHIA, PA 19122215-285-2388
Plans on this EIN
2 filings
#001401k-$1.7M - 856 part#501Fully Insured-$1.8M - 433 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 433 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$341K
  • Vision$341K
  • Life$341K
  • Short-term disability$341K
  • Long-term disability$341K
Total $1.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • AETNA LIFE INSURANCE COMPANY81%
  • PRINCIPAL LIFE INSURANCE COMPANY19%
Total $1.8M2 slices

Broker market share

Schedule A broker compensation

Split broker
49%top
  • USI INSURANCE SERVICES LLC49%
  • TOMPKINS INSURANCE AGENCIES34%
  • JAMES R NELLIGAN & ASSOCIATES LLC17%
Total $24K3 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

METHOD CO. 401(K) PLAN

401k

Assets$1.7M
Participants856
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

METHOD RESIDENTIAL PB INC. EMPLOYEE BENEFIT PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$1.8M
Covered lives433
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001METHOD CO. 401(K) PLAN401k$1.7M8562024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501METHOD RESIDENTIAL PB INC. EMPLOYEE BENEFIT PLANFully InsuredAETNA LIFE INSURANCE CO.$1.8M4332025
Retirement plans
Welfare plans
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