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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
$8.9M premiums
Participants
1,456
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-$8.9M - 848 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

Benefits portfolio analytics

2 plans / $8.9M premiums / 848 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.6M
  • Prescription drug$8.6M
  • Long-term disability$125K
  • Life$99K
  • Other$99K
Total $8.9M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • BLUE CROSS OF CALIFORNIA97%
  • MADISON NATIONAL LIFE INSURANCE COMPANY1%
  • AMERICAN UNITED LIFE INSURANCE COMPANY1%
Total $8.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
47%top
  • ROBERT CROOK47%
  • JOSEPH WALSH28%
  • NATIONAL INS. SERVICES OF WI,INC.25%
Total $60K3 slices

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$8.9M
Covered lives848
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$8.9M8482025
514PENNSYLVANIA STATE EDUCATION ASSOCIATION STAFF HEALTH REIMBURSEMENT ACCOUNT PLANSelf Funded-$002025
Retirement plans
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