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Original filing (PDF)20250929104824NAL0026531810001
ANDESA SERVICES
Form 5500
FILING_RECEIVED
ANDESA SERVICES, INC. GROUP INSURANCE PLAN
Health & welfare plan
Signals · 3
No auditor on fileNo recordkeeper disclosed7 service providers
Active participants
129
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANDESA SERVICES.
Plan sponsor
Name
ANDESA SERVICES
EIN
23-2545253
Address
1611 POND ROAD · SUITE 210 · ALLENTOWN, PA · 18106
Phone
(610) 439-5204
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Welfare benefit codes
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4Q · Other
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsBroker
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BSI CORPORATE BENEFITS, LLC | 51-0467698 | — | BROKER | $58K | — |
| THE BENECON GROUP | 23-1315351 | — | BROKER | $23K | — |
| INNOVU | — | PITTSBURGH, PA | BROKER | $7K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHMARK BCBS NEPA | 23-2413324 | — | ADMIN | $97K | — |
| PROACT | — | EAST SYRACUSE, NY | ADMIN | $10K | — |
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $8K | — |
| UNITED CONCORDIA COMPANIES, INC. | 25-1687586 | — | ADMIN | $5K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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