PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. The Pennrose Companies, LLC
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

The Pennrose Companies, LLC

EIN 88-0521680-Real Estate and Rental and Leasing-Latest filing 2025
Plans
3
Retirement
1
$21.1M assets
Health & Benefits
2
$1.7M premiums
Participants
1,753
1301 NORTH 31ST STREET - PHILADELPHIA, PA 19121267-386-8672
Plans on this EIN
3 filings
#001401(k)-$21.1M - 763 part#502Self-funded-$990K - 416 lives#501Fully insured-$676K - 567 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Benefits portfolio analytics

2 plans / $1.7M premiums / 983 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$990K
  • Other$648K
  • Dental$601K
  • Life$601K
  • Short-term disability$601K
  • Long-term disability$601K
  • +1 more
Total $1.7M7 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

PENNROSE MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN

401(k)

Assets$21.1M
Participants763
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

THE PENNROSE COMPANIES LLC EMPLOYEE BENEFIT PLAN

Self-funded - HM LIFE INSURANCE COMPANY

Premiums$990K
Covered lives416
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

THE PENNROSE COMPANIES LLC WELFARE BENEFIT PLAN

Fully insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$676K
Covered lives567
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001PENNROSE MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN401(k)$21.1M7632025
  • PENNROSE MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN$21.1M
    #001 · 401(k) · 2025763

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502THE PENNROSE COMPANIES LLC EMPLOYEE BENEFIT PLANSelf-fundedHM LIFE INSURANCE COMPANY$990K4162025
#501THE PENNROSE COMPANIES LLC WELFARE BENEFIT PLANFully insuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$676K5672025
  • THE PENNROSE COMPANIES LLC EMPLOYEE BENEFIT PLAN$990K
    #502 · Self-funded · HM LIFE INSURANCE COMPANY · 2025416
  • THE PENNROSE COMPANIES LLC WELFARE BENEFIT PLAN$676K
    #501 · Fully insured · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025567
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica