Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
MID PENN BANK
EIN 23-0880270bankingLatest filing 2025
Plans
3
Retirement
2
$64.7M assets
Welfare
1
$1.9M premiums
Participants
1,576
349 UNION STREET - MILLERSBURG, PA 170611611717-692-2133midpennbank.comLinkedIn201-500 employeesbanking
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $64.7M assets / 916 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.9M premiums / 660 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.1M
- Life$453K
- Other$453K
- Long-term disability$400K
- Dental$330K
- Vision$330K
Carrier market share
Premium dollars by Schedule A carrier
59%top
- UNITEDHEALTHCARE INSURANCE COMPANY59%
- UNUM LIFE INSURANCE COMPANY OF AMERICA24%
- STARMOUNT LIFE INSURANCE COMPANY17%
Broker market share
Schedule A broker compensation
100%top
- MPB RISK SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MID PENN BANK RETIREMENT PLAN
401k
Assets$61.3M
Participants899
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
THE SCOTTDALE BANK AND TRUST COMPANY PENSION PLAN
TraditionalDB
Assets$3.4M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MID PENN BANK GROUP BENEFITS PLAN
Fully Insured - OPTUM HEALTH UNIMERICA INSURANCE COMPANY
Premiums$1.9M
Covered lives660
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MID PENN BANK RETIREMENT PLAN | 401k | $61.3M | 899 | 2025 | |
| 003 | THE SCOTTDALE BANK AND TRUST COMPANY PENSION PLAN | TraditionalDB | $3.4M | 17 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MID PENN BANK GROUP BENEFITS PLAN | Fully Insured | OPTUM HEALTH UNIMERICA INSURANCE COMPANY | $1.9M | 660 | 2025 |
Retirement plans
Welfare plans