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Sponsor portfolio

PENN LINE ENTERPRISES, INC.

EIN 85-0756206-Construction-Latest filing 2024
Plans
2
Retirement
1
$190.1M assets
Welfare
1
$1.1M premiums
Participants
5,196
300 SCOTTDALE AVENUE - SCOTTDALE, PA 15683724-887-9110
Plans on this EIN
2 filings
#001ESOP-$190.1M - 3,607 part#501Mixed-$1.1M - 1,800 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 1,800 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$521K
  • Life$385K
  • Vision$115K
  • Other$99K
  • Long-term disability$52K
Total $1.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY86%
  • VISION SERVICE PLAN10%
  • WORKPARTNERS4%
Total $1.1M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $100K1 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

PENN LINE ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN

ESOP

Assets$190.1M
Participants3,607
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PENN LINE ENTERPRISES, INC. HEALTH AND WELFARE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives1,800
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PENN LINE ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLANESOP$190.1M3,6072024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PENN LINE ENTERPRISES, INC. HEALTH AND WELFARE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$1.1M1,8002024
Retirement plans
Welfare plans
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