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
Sponsor portfolio
DEERFIELD AGENCY
EIN 47-3931876Latest filing 2025
Plans
7
Retirement
1
$10.2M assets
Welfare
6
$1.7M premiums
Participants
1,069
555 E NORTH LANE, BUILDING D, SUITE 5020 - CONSHOHOCKEN, PA 19428215-353-8449
Benefits portfolio analytics
6 plans / $1.7M premiums / 1,122 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- BLUE CROSS OF CALIFORNIA89%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
- AMERICAN UNITED LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
82%top
- KISTLER TIFFANY BENEFITS82%
- BIRCH BENEFITS LLC18%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
DEERFIELD AGENCY LLC 401(K) PLAN
401k
Assets$10.2M
Participants200
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
DEERFIELD GROUP MEDICAL RX HEALTH AND WELFARE PLAN
Fully Insured - INDEPENDENCE BLUE CROSS
Premiums$1.5M
Covered lives260
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
DEERFIELD GROUP DENTAL VISION HEALTH AND WELFARE PLAN
Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$93K
Covered lives136
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
DEERFIELD GROUP STD HEALTH AND WELFARE PLAN
Fully Insured - AMERICAN UNITED LIFE INSURANCE COMPANY
Premiums$44K
Covered lives153
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
DEERFIELD GROUP LTD HEALTH AND WELFARE PLAN
Fully Insured - AMERICAN UNITED LIFE INSURANCE COMPANY
Premiums$26K
Covered lives153
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
DEERFIELD GROUP LIFE HEALTH AND WELFARE PLAN
Fully Insured - AMERICAN UNITED LIFE INSURANCE COMPANY
Premiums$15K
Covered lives152
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
DEERFIELD GROUP VISION HEALTH AND WELFARE
Fully Insured - NATIONAL VISION ADMINISTRATORS LLC
Premiums$15K
Covered lives268
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DEERFIELD AGENCY LLC 401(K) PLAN | 401k | $10.2M | 200 | 2024 |
Welfare plans6
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | DEERFIELD GROUP MEDICAL RX HEALTH AND WELFARE PLAN | Fully Insured | INDEPENDENCE BLUE CROSS | $1.5M | 260 | 2025 | |
| 502 | DEERFIELD GROUP DENTAL VISION HEALTH AND WELFARE PLAN | Fully Insured | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $93K | 136 | 2025 | |
| 504 | DEERFIELD GROUP STD HEALTH AND WELFARE PLAN | Fully Insured | AMERICAN UNITED LIFE INSURANCE COMPANY | $44K | 153 | 2025 | |
| 505 | DEERFIELD GROUP LTD HEALTH AND WELFARE PLAN | Fully Insured | AMERICAN UNITED LIFE INSURANCE COMPANY | $26K | 153 | 2025 | |
| 503 | DEERFIELD GROUP LIFE HEALTH AND WELFARE PLAN | Fully Insured | AMERICAN UNITED LIFE INSURANCE COMPANY | $15K | 152 | 2025 | |
| 506 | DEERFIELD GROUP VISION HEALTH AND WELFARE | Fully Insured | NATIONAL VISION ADMINISTRATORS LLC | $15K | 268 | 2024 |
Retirement plans
Welfare plans