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Sponsor portfolio

THE WITMER GROUP, LLC

EIN 47-4148551-construction-Latest filing 2024
Plans
3
Retirement
1
$24.8M assets
Welfare
2
$532K premiums
Participants
592
1003 CORNERSTONE DRIVE - MOUNT JOY, PA 17552717-653-1428thewitmergroup.comLinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#001401k-$24.8M - 263 part#502Self Funded-$513K - 139 lives#503Mixed-$19K - 192 lives

Benefits portfolio analytics

2 plans / $532K premiums / 331 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$513K
  • Life$11K
  • Other$11K
  • Vision$8K
Total $532K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • HM LIFE INSURANCE COMPANY73%
  • EVEREST REINSURANCE COMPANY23%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY2%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA2%
Total $532K4 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • UNITED OF OMAHA LIFE INSURANCE CO68%
  • AP BENEFITS ADVISORS LLC19%
  • AP BENEFIT ADVISORS, LLC11%
  • BENEFITMALL2%
Total $6K4 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

THE WITMER GROUP RETIREMENT PLAN

401k

Assets$24.8M
Participants263
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THE WITMER GROUP LLC GROUP MEDICAL PLAN

Self Funded - HM LIFE INSURANCE COMPANY

Premiums$513K
Covered lives139
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

THE WITMER GROUP LLC GROUP INSURANCE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$19K
Covered lives192
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE WITMER GROUP RETIREMENT PLAN401k$24.8M2632024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THE WITMER GROUP LLC GROUP MEDICAL PLANSelf FundedHM LIFE INSURANCE COMPANY$513K1392024
503THE WITMER GROUP LLC GROUP INSURANCE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$19K1922024
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