Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
ELWYN
EIN 23-1352117individual & family servicesLatest filing 2024
Plans
3
Retirement
2
$116.7M assets
Welfare
1
$2.5M premiums
Participants
8,424
111 ELWYN ROAD - ELWYN, PA 190634699610-891-2000elwyn.orgLinkedIn1001-5000 employeesindividual & family services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $116.7M assets / 5,717 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.5M premiums / 3,987 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$1.2M
- Other$1.1M
- Life$991K
- Long-term disability$962K
- Vision$234K
- Short-term disability$29K
Carrier market share
Premium dollars by Schedule A carrier
48%top
- METROPOLITAN LIFE INSURANCE COMPANY48%
- LIFE INSURANCE COMPANY OF NORTH AMERICA38%
- VISION SERVICE PLAN9%
- CONCERN EAP4%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
96%top
- ACRISURE LLC96%
- AXIM GLOBAL STRATEGIES GROUP4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
ELWYN DEFINED CONTRIBUTION 403(B) PLAN
403b
Assets$73.7M
Participants3,397
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ELWYN, INC. RETIREMENT PLAN
CashBalance
Assets$43.0M
Participants2,320
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508
ELWYN, INC. HEALTH AND WELFARE BENEFIT PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$2.5M
Covered lives3,987
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | ELWYN DEFINED CONTRIBUTION 403(B) PLAN | 403b | $73.7M | 3,397 | 2024 | |
| 001 | ELWYN, INC. RETIREMENT PLAN | CashBalance | $43.0M | 2,320 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 508 | ELWYN, INC. HEALTH AND WELFARE BENEFIT PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $2.5M | 3,987 | 2024 |
Retirement plans
Welfare plans