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  2. Elwyn
  • Retirement analytics
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Filings through Oct 24, 2026.

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Elwyn

EIN 23-1352117-individual & family services-Latest filing 2025
Plans
3
Retirement
2
$142.7M assets
Health & Benefits
1
$3.0M premiums
Participants
8,868
111 ELWYN ROAD - ELWYN, PA 190634699610-891-2000elwyn.orgLinkedIn1001-5000 employeesindividual & family services
Plans on this EIN
3 filings
#003403(b)-$97.2M - 3,875 part#001Cash balance-$45.4M - 2,181 part#508Mixed-$3.0M - 4,217 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $142.7M assets / 6,056 participants

Assets by plan

Share of aggregate retirement assets

  • DEFINED CONTRIBUTION 403(B) (#003)$97.2M
  • INC. RETIREMENT PLAN (#001)$45.4M
Total $142.7MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • DEFINED CONTRIBUTION 403(B) (#003)3,875
  • INC. RETIREMENT PLAN (#001)2,181
Total 6,056Select a row to open it

Benefits portfolio analytics

1 plan / $3.0M premiums / 4,217 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.3M
  • Life$574K
  • Other$464K
  • Long-term disability$390K
  • Vision$273K
Total $3.0M5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#003

ELWYN DEFINED CONTRIBUTION 403(B) PLAN

403(b)

Assets$97.2M
Participants3,875
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

ELWYN, INC. RETIREMENT PLAN

Cash balance

Assets$45.4M
Participants2,181
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#508

ELWYN EMPLOYEE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$3.0M
Covered lives4,217
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003ELWYN DEFINED CONTRIBUTION 403(B) PLAN403(b)$97.2M3,8752025
#001ELWYN, INC. RETIREMENT PLANCash balance$45.4M2,1812025
  • ELWYN DEFINED CONTRIBUTION 403(B) PLAN$97.2M
    #003 · 403(b) · 20253,875
  • ELWYN, INC. RETIREMENT PLAN$45.4M
    #001 · Cash balance · 20252,181

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#508ELWYN EMPLOYEE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$3.0M4,2172025
  • ELWYN EMPLOYEE BENEFIT PLAN$3.0M
    #508 · Mixed · METROPOLITAN LIFE INSURANCE COMPANY · 20254,217
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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