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Sponsor portfolio

ADEPT GROUP LLC

EIN 80-0149220-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$3.6M assets
Welfare
1
$159K premiums
Participants
63
1 EAST BROAD STREET, SUITE 130-1246 - BETHLEHEM, PA 18101610-739-7507
Plans on this EIN
2 filings
#001401k-$3.6M - 45 part#501Mixed-$159K - 36 lives

Benefits portfolio analytics

1 plan / $159K premiums / 36 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$138K
  • Dental$15K
  • Vision$15K
  • Short-term disability$4K
  • Life$2K
  • Other$2K
Total $159K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • UNITED STATES FIRE INSURANCE COMPANY86%
  • CAPITAL ADVANTAGE ASSURANCE COMPANY9%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY4%
  • UNITEDHEALTHCARE INSURANCE COMPANY1%
Total $159K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BSI CORPORATE BENEFITS LLC100%
Total $3K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ADEPT GROUP LLC 401K PLAN

401k

Assets$3.6M
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ADEPT GROUP LLC EMPLOYEE BENEFIT PLAN

Mixed - CRUM & FORSTER

Premiums$159K
Covered lives36
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ADEPT GROUP LLC 401K PLAN401k$3.6M452025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ADEPT GROUP LLC EMPLOYEE BENEFIT PLANMixedCRUM & FORSTER$159K362025
Retirement plans
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