Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
WELLSPAN HEALTH
EIN 22-2517863hospital & health careLatest filing 2025
Plans
4
Retirement
3
$2.73B assets
Welfare
1
$10.2M premiums
Participants
57,880
3350 WHITEFORD ROAD - YORK, PA 17402717-261-7175wellspan.orgLinkedIn10001+ employeeshospital & health care
Retirement portfolio analytics
3 plans aggregated / $2.73B assets / 31,918 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $10.2M premiums / 22,631 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$5.8M
- Life$5.7M
- Long-term disability$4.3M
Carrier market share
Premium dollars by Schedule A carrier
97%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY97%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
79%top
- MARTIN R. MIRACLE79%
- USI INSURANCE SERVICES LLC11%
- OPTAVISE, LLC9%
- MERCER HEALTH AND BENEFITS, LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
WELLSPAN 403(B) RETIREMENT SAVINGS PLAN
403b
Assets$2.64B
Participants27,878
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#011
CHAMBERSBURG HOSPITAL BARGAINING 403(B) PLAN
403b
Assets$83.3M
Participants2,112
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#010
CHAMBERSBURG HOSPITAL 401(A) PLAN AND TRUST
ProfitSharing
Assets$7.3M
Participants1,928
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WELLSPAN HEALTH CAFETERIA PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$10.2M
Covered lives22,631
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | WELLSPAN 403(B) RETIREMENT SAVINGS PLAN | 403b | $2.64B | 27,878 | 2024 | |
| 011 | CHAMBERSBURG HOSPITAL BARGAINING 403(B) PLAN | 403b | $83.3M | 2,112 | 2024 | |
| 010 | CHAMBERSBURG HOSPITAL 401(A) PLAN AND TRUST | ProfitSharing | $7.3M | 1,928 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WELLSPAN HEALTH CAFETERIA PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $10.2M | 22,631 | 2024 |
Retirement plans
Welfare plans