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Sponsor portfolioTH

PENNSYLVANIA STATE EDUCATION ASSOC

EIN 23-0961125-education management-Latest filing 2025
Plans
4
Retirement
2
$385.3M assets
Welfare
2
$8.4M premiums
Participants
1,452
400 NORTH THIRD STREET - HARRISBURG, PA 17101717-255-7000psea.orgLinkedIn201-500 employeeseducation management
Plans on this EIN
4 filings
#001TraditionalDB-$309.6M - 655 part#002401k-$75.7M - 351 part#513Mixed-$8.4M - 839 lives#514Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $385.3M assets / 1,006 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • EDUCATION ASSOCIATION PENSION (#001)80%
  • 401(K) RETIREMENT PLAN (#002)20%
Total $385.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
80%top
  • (Not disclosed)80%
  • T ROWE PRICE RPS INC20%
Total $385.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EDUCATION ASSOCIATION PENSION (#001)655
  • 401(K) RETIREMENT PLAN (#002)351
Total 1,006Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PENNSYLVANIA STATE EDUCATION ASSOCIATION PENSION PLAN

TraditionalDB

Assets$309.6M
Participants655
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PENNSYLVANIA STATE EDUCATION ASSOCIATION 401(K) RETIREMENT PLAN

401k

Assets$75.7M
Participants351
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#513

PENNSYLVANIA STATE EDUCATION ASSOCIATION FLEXIBLE BENEFITS PLAN

Mixed - HIGHMARK BLUE SHIELD

Premiums$8.4M
Covered lives839
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#514

PENNSYLVANIA STATE EDUCATION ASSOCIATION STAFF HEALTH REIMBURSEMENT ACCOUNT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PENNSYLVANIA STATE EDUCATION ASSOCIATION PENSION PLANTraditionalDB$309.6M6552025
002PENNSYLVANIA STATE EDUCATION ASSOCIATION 401(K) RETIREMENT PLAN401k$75.7M3512025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
513PENNSYLVANIA STATE EDUCATION ASSOCIATION FLEXIBLE BENEFITS PLANMixedHIGHMARK BLUE SHIELD$8.4M8392024
514PENNSYLVANIA STATE EDUCATION ASSOCIATION STAFF HEALTH REIMBURSEMENT ACCOUNT PLANSelf Funded-$002025
Retirement plans
Welfare plans
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