Unbiased Insights

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Unbiased Insights · Data from Department of Labor Form 5500 filings · About this data

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Employer

Matson Lumber Company

345 Main Street, Brookville, PA 15825 · EIN 25-1431028 · Jan 1, 2023 to Dec 31, 2023

Plan year 2023

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Renewal and disruption

Flags

Named parties added

+ Broker - The Benecon Group, Inc.
+ Broker - Scott Radcliffe/Ehd
+ Broker - Engle, Hambright & Davies, Inc.

Named parties removed

− Broker - Matson Insurance Agency

Covered lives moved

150 vs 228 in 2022

Peer band

790 Lancaster groups · 100-249 lives

No stop-loss on filing. Median overlay uses the same lives band. Missing Schedule A is a gap, not $0.

Series

This company58Peer median173.5

Relationships

Who else these parties place

The Benecon Group, Inc.969 other local groups

Broker

A & L Wood, Inc., A.D. Moyer Lumber, Inc., A.H. Moyer, Inc., A.P. Williams, Inc., A.S.K. Foods, Inc.

Engle, Hambright & Davies, Inc.90 other local groups

Broker

Abel Construction Co Inc, Acadia Acquisition, Inc., Allegheny Contracting, LLC, Allen Distribution, Atomic Design, Inc.

Schneider Downs Wealth Mgmt Adv.0 other local groups

Investment Advisor

Schneider Downs Ret. Solutions0 other local groups

Recordkeeper

Charles Schwab Trust Company0 other local groups

Plan Custodian