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Sponsor portfolio

J. BECKER SOLUTIONS, INC.

EIN 51-0403281-Latest filing 2025
Plans
2
Retirement
1
$17.2M assets
Welfare
1
$1.4M premiums
Participants
236
610 CHADDS FORD DR, SUITE M23 - CHADDS FORD, PA 19317440-785-3044
Plans on this EIN
2 filings
#001401k-$17.2M - 136 part#501Fully Insured-$1.4M - 241 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 241 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Dental$75K
  • Life$70K
  • Long-term disability$70K
  • Other$70K
  • Vision$16K
Total $1.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • UNITED CONCORDIA INSURANCE COMPANY6%
  • SUN LIFE ASSURANCE COMPANY OF CANADA5%
  • VISION SERVICE PLAN1%
Total $1.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • MICHELLE STOUDT71%
  • GALLAGHER BENEFIT SERVICES, INC.29%
  • EMPLOYEE NAVIGATOR, LLC0%
Total $68K3 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

J BECKER SOLUTIONS INC 401K PROFIT SHARING PLAN & TRUST

401k

Assets$17.2M
Participants136
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

J. BECKER SOLUTIONS, INC. HEALTH AND WELFARE PLAN

Fully Insured - HIGHMARK INC.

Premiums$1.4M
Covered lives241
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001J BECKER SOLUTIONS INC 401K PROFIT SHARING PLAN & TRUST401k$17.2M1362024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501J. BECKER SOLUTIONS, INC. HEALTH AND WELFARE PLANFully InsuredHIGHMARK INC.$1.4M2412025
Retirement plans
Welfare plans
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