Unbiased Insights

Employer

Wallace Roberts & Todd, LLC

123 S. Broad Street, Philadelphia, PA 19109 · EIN 23-1615241 · Jan 1, 2025 to Dec 31, 2025

Plan year 2025

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Renewal and disruption

Flags

Broker tenure

  • With Corporate Synergies Group, LLC since 2023 · 3 plan years in this dataset

Peer band

318 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

067133200202320242025
This company116Peer median169