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Sponsor portfolio

ESCALON SERVICES, INC.

EIN 47-2290474-accounting-Latest filing 2025
Plans
2
Retirement
1
$12.3M assets
Welfare
1
$360K premiums
Participants
259
1111B S GOVERNORS AVE, SUITE 20981 - DOVER, DE 19904800-956-8019LinkedIn1001-5000 employeesaccounting
Plans on this EIN
2 filings
#001401k-$12.3M - 169 part#501Mixed-$360K - 171 lives

Benefits portfolio analytics

1 plan / $360K premiums / 171 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$211K
  • Life$202K
  • Short-term disability$202K
  • Long-term disability$202K
  • Dental$149K
  • Vision$149K
Total $360K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • PRINCIPAL LIFE INSURANCE COMPANY56%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY44%
Total $360K2 slices

Broker market share

Schedule A broker compensation

Split broker
40%top
  • IMA, INC.40%
  • INSURANCE CLERK37%
  • HUB INTERNATIONAL MIDWEST LIMITED15%
  • INS CLERK8%
Total $55K4 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

ESCALON SERVICES, INC 401(K) SAVING PLAN

401k

Assets$12.3M
Participants169
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ESCALON SERVICES LLC (ESCALON SERVICES) HEALTH AND WELFARE PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES ('CIGNA')

Premiums$360K
Covered lives171
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ESCALON SERVICES, INC 401(K) SAVING PLAN401k$12.3M1692025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ESCALON SERVICES LLC (ESCALON SERVICES) HEALTH AND WELFARE PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES ('CIGNA')$360K1712025
Retirement plans
Welfare plans
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