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  2. THE PENNROSE COMPANIES, LLC
Sponsor portfolio

THE PENNROSE COMPANIES, LLC

EIN 88-0521680-Real Estate and Rental and Leasing-Latest filing 2024
Plans
3
Retirement
1
$19.0M assets
Welfare
2
$1.5M premiums
Participants
1,619
1301 NORTH 31ST STREET - PHILADELPHIA, PA 19121267-386-8672
Plans on this EIN
3 filings
#001401k-$19.0M - 705 part#502Self Funded-$855K - 376 lives#501Fully Insured-$660K - 534 lives

Benefits portfolio analytics

2 plans / $1.5M premiums / 910 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$855K
  • Other$635K
  • Dental$604K
  • Life$604K
  • Short-term disability$604K
  • Long-term disability$604K
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA56%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA40%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • VISION SERVICE PLAN2%
  • HM LIFE INSURANCE COMPANY0%
Total $1.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
50%top
  • JAMES R NELLIGAN & ASSOCIATES LLC50%
  • RSC INSURANCE BROKERAGE INC37%
  • AMERIHEALTH ADMINISTRATORS INC11%
  • RCS INSURANCE BROKERAGE, INC.2%
  • FAIRMOUNT BENEFITS INC0%
Total $71K5 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

PENNROSE MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN

401k

Assets$19.0M
Participants705
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THE PENNROSE COMPANIES LLC EMPLOYEE BENEFIT PLAN

Self Funded - SUN LIFE ASSURANCE COMPANY

Premiums$855K
Covered lives376
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

PENNROSE MANAGEMENT CO WELFARE BENEFIT PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$660K
Covered lives534
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PENNROSE MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN401k$19.0M7052024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THE PENNROSE COMPANIES LLC EMPLOYEE BENEFIT PLANSelf FundedSUN LIFE ASSURANCE COMPANY$855K3762024
501PENNROSE MANAGEMENT CO WELFARE BENEFIT PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$660K5342024
Retirement plans
Welfare plans
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