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Sponsor portfolio

ALLIED RESOURCES GROUP LLC

EIN 84-3908414-executive office-Latest filing 2025
Plans
2
Retirement
1
$32.6M assets
Welfare
1
$4.3M premiums
Participants
1,102
135 DOWLIN FORGE RD - EXTON, PA 19341610-423-4609argroupllc.comLinkedIn11-50 employeesexecutive office
Plans on this EIN
2 filings
#001401k-$32.6M - 605 part#503Fully Insured-$4.3M - 497 lives

Benefits portfolio analytics

1 plan / $4.3M premiums / 497 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.0M
  • Life$327K
  • Other$327K
  • Short-term disability$284K
  • Long-term disability$284K
  • Dental$258K
  • +1 more
Total $4.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • UNITEDHEALTHCARE INSURANCE COMPANY98%
  • AMERITAS LIFE INSURANCE CORP.1%
  • NATIONWIDE LIFE INSURANCE COMPANY1%
Total $4.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • HUB INTERNATIONAL MIDWEST LIMITED95%
  • JAMES R NELLIGAN & ASSOCIATES LLC5%
Total $311K2 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

ALLIED RESOURCES GROUP 401(K) PLAN

401k

Assets$32.6M
Participants605
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

ALLIED RESOURCES GROUP LLC

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$4.3M
Covered lives497
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALLIED RESOURCES GROUP 401(K) PLAN401k$32.6M6052025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503ALLIED RESOURCES GROUP LLCFully InsuredAETNA LIFE INSURANCE COMPANY$4.3M4972025
Retirement plans
Welfare plans
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