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  2. Deerfield Agency LLC
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Deerfield Agency LLC

EIN 47-3931876-Wholesale Trade-Latest filing 2025
Plans
7
Retirement
1
$13.9M assets
Health & Benefits
6
$1.7M premiums
Participants
1,127
555 E. NORTH LANE - CONSHOHOCKEN, PA 19428215-353-8449
Plans on this EIN
7 filings
#001401(k)-$13.9M - 258 part#501Fully insured-$1.5M - 260 lives#502Fully insured-$93K - 136 lives#504Fully insured-$44K - 153 lives#505Fully insured-$26K - 153 lives#503Fully insured-$15K - 152 lives#506Fully insured-$15K - 268 lives+1 more plans

Health & Benefits portfolio - carriers, brokers and premium across this company's 6 health and benefits plans.

Benefits portfolio analytics

6 plans / $1.7M premiums / 1,122 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Prescription drug$1.5M
  • Health$1.2M
  • Dental$93K
  • Vision$93K
  • Short-term disability$44K
  • Long-term disability$26K
  • +2 more
Total $1.7M8 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

DEERFIELD AGENCY LLC 401(K) PLAN

401(k)

Assets$13.9M
Participants258
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

DEERFIELD GROUP MEDICAL RX HEALTH AND WELFARE PLAN

Fully insured - INDEPENDENCE BLUE CROSS

Premiums$1.5M
Covered lives260
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

DEERFIELD GROUP DENTAL VISION HEALTH AND WELFARE PLAN

Fully insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$93K
Covered lives136
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504

DEERFIELD GROUP STD HEALTH AND WELFARE PLAN

Fully insured - AMERICAN UNITED LIFE INSURANCE COMPANY

Premiums$44K
Covered lives153
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505

DEERFIELD GROUP LTD HEALTH AND WELFARE PLAN

Fully insured - AMERICAN UNITED LIFE INSURANCE COMPANY

Premiums$26K
Covered lives153
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

DEERFIELD GROUP LIFE HEALTH AND WELFARE PLAN

Fully insured - AMERICAN UNITED LIFE INSURANCE COMPANY

Premiums$15K
Covered lives152
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#506

DEERFIELD GROUP VISION HEALTH AND WELFARE

Fully insured - NATIONAL VISION ADMINISTRATORS LLC

Premiums$15K
Covered lives268
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001DEERFIELD AGENCY LLC 401(K) PLAN401(k)$13.9M2582025
  • DEERFIELD AGENCY LLC 401(K) PLAN$13.9M
    #001 · 401(k) · 2025258

Health & Benefits plans

6 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501DEERFIELD GROUP MEDICAL RX HEALTH AND WELFARE PLANFully insuredINDEPENDENCE BLUE CROSS$1.5M2602025
#502DEERFIELD GROUP DENTAL VISION HEALTH AND WELFARE PLANFully insuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$93K1362025
#504DEERFIELD GROUP STD HEALTH AND WELFARE PLANFully insuredAMERICAN UNITED LIFE INSURANCE COMPANY$44K1532025
#505DEERFIELD GROUP LTD HEALTH AND WELFARE PLANFully insuredAMERICAN UNITED LIFE INSURANCE COMPANY$26K1532025
#503DEERFIELD GROUP LIFE HEALTH AND WELFARE PLANFully insuredAMERICAN UNITED LIFE INSURANCE COMPANY$15K1522025
#506DEERFIELD GROUP VISION HEALTH AND WELFAREFully insuredNATIONAL VISION ADMINISTRATORS LLC$15K2682024
  • DEERFIELD GROUP MEDICAL RX HEALTH AND WELFARE PLAN$1.5M
    #501 · Fully insured · INDEPENDENCE BLUE CROSS · 2025260
  • DEERFIELD GROUP DENTAL VISION HEALTH AND WELFARE PLAN$93K
    #502 · Fully insured · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025136
  • DEERFIELD GROUP STD HEALTH AND WELFARE PLAN$44K
    #504 · Fully insured · AMERICAN UNITED LIFE INSURANCE COMPANY · 2025153
  • DEERFIELD GROUP LTD HEALTH AND WELFARE PLAN$26K
    #505 · Fully insured · AMERICAN UNITED LIFE INSURANCE COMPANY · 2025153
  • DEERFIELD GROUP LIFE HEALTH AND WELFARE PLAN$15K
    #503 · Fully insured · AMERICAN UNITED LIFE INSURANCE COMPANY · 2025152
  • DEERFIELD GROUP VISION HEALTH AND WELFARE$15K
    #506 · Fully insured · NATIONAL VISION ADMINISTRATORS LLC · 2024268
Retirement plans
Health & Benefits plans

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