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Sponsor portfolioTH

THOMAS JEFFERSON UNIVERSITY

EIN 23-1352651-higher education-Latest filing 2025
Plans
10
Retirement
9
$7.57B assets
Welfare
1
$70.6M premiums
Participants
154,391
1101 MARKET STREET, 23RD FLOOR - PHILADELPHIA, PA 19107484-884-3186LinkedIn10001+ employeeshigher education
Plans on this EIN
10 filings
#005403b-$2.79B - 31,847 part#010TraditionalDB-$2.08B - 25,167 part#021403b-$1.62B - 29,087 part#025ProfitSharing-$771.7M - 27,233 part#024401k-$222.3M - 3,546 part#023403b-$49.3M - 1,422 part#026ProfitSharing-$10.6M - 575 part#022403b-$8.0M - 2,041 part#027ProfitSharing-$6.9M - 411 part#531Fully Insured-$70.6M - 54,936 lives

Retirement portfolio analytics

9 plans aggregated / $7.57B assets / 121,329 participants

Assets by plan

Share of aggregate retirement assets

37%top
  • CONTRIBUTION RETIREMENT PLAN (#005)37%
  • DEFINED BENEFIT PLAN (#010)28%
  • NETWORK 403(B) Savings (#021)21%
  • CONTRIBUTION RETIREMENT PLAN (#025)10%
  • NETWORK 401(K) Savings (#024)3%
  • +3 more
Total $7.57BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTION RETIREMENT PLAN (#005)31,847
  • NETWORK 403(B) Savings (#021)29,087
  • CONTRIBUTION RETIREMENT PLAN (#025)27,233
  • DEFINED BENEFIT PLAN (#010)25,167
  • NETWORK 401(K) Savings (#024)3,546
  • NETWORK ERISA 403(B) (#022)2,041
  • +3 more
Total 121,329Click row to drill in

Benefits portfolio analytics

1 plan / $70.6M premiums / 54,936 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$21.2M
  • Dental$17.4M
  • Long-term disability$14.6M
  • Short-term disability$14.5M
  • Life$12.5M
  • Health$4.1M
  • +2 more
Total $70.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY57%
  • AETNA LIFE INSURANCE COMPANY25%
  • BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY6%
  • SUN LIFE ASSURANCE COMPANY OF CANADA5%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • +3 more
Total $70.6M8 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • GALLAGHER BENEFIT SERVICES, INC.75%
  • MICHAEL J ZIMMERMAN9%
  • EMPOWER BENEFITS INC DBA CORESTREAM7%
  • EMPOWER BENEFITS INC3%
  • MANNING JERRY2%
  • +3 more
Total $5.5M8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

JEFFERSON DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$2.79B
Participants31,847
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#010

JEFFERSON DEFINED BENEFIT PLAN

TraditionalDB

Assets$2.08B
Participants25,167
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#021

LEHIGH VALLEY HEALTH NETWORK 403(B) SAVINGS PLAN

403b

Assets$1.62B
Participants29,087
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#025

LEHIGH VALLEY HEALTH NETWORK DEFINED CONTRIBUTION RETIREMENT PLAN

ProfitSharing

Assets$771.7M
Participants27,233
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#024

LEHIGH VALLEY HEALTH NETWORK 401(K) SAVINGS PLAN

401k

Assets$222.3M
Participants3,546
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#023

POCONO HEALTH SYSTEM DEFINED CONTRIBUTION PLAN

403b

Assets$49.3M
Participants1,422
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#026

NORTHEASTERN PENNSYLVANIA HEALTH CORPORATION 401(A) PLAN

ProfitSharing

Assets$10.6M
Participants575
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#022

LEHIGH VALLEY HEALTH NETWORK ERISA 403(B) PLAN

403b

Assets$8.0M
Participants2,041
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#027

SCHUYLKILL HEALTH SYSTEM DEFINED CONTRIBUTION PLAN

ProfitSharing

Assets$6.9M
Participants411
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#531

JEFFERSON HEALTH AND WELFARE PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$70.6M
Covered lives54,936
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans9

Plan #NameTypeAssetsParticipantsLatest year
005JEFFERSON DEFINED CONTRIBUTION RETIREMENT PLAN403b$2.79B31,8472024
010JEFFERSON DEFINED BENEFIT PLANTraditionalDB$2.08B25,1672024
021LEHIGH VALLEY HEALTH NETWORK 403(B) SAVINGS PLAN403b$1.62B29,0872025
025LEHIGH VALLEY HEALTH NETWORK DEFINED CONTRIBUTION RETIREMENT PLANProfitSharing$771.7M27,2332025
024LEHIGH VALLEY HEALTH NETWORK 401(K) SAVINGS PLAN401k$222.3M3,5462025
023POCONO HEALTH SYSTEM DEFINED CONTRIBUTION PLAN403b$49.3M1,4222025
026NORTHEASTERN PENNSYLVANIA HEALTH CORPORATION 401(A) PLANProfitSharing$10.6M5752025
022LEHIGH VALLEY HEALTH NETWORK ERISA 403(B) PLAN403b$8.0M2,0412025
027SCHUYLKILL HEALTH SYSTEM DEFINED CONTRIBUTION PLANProfitSharing$6.9M4112025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
531JEFFERSON HEALTH AND WELFARE PLANFully InsuredAETNA LIFE INSURANCE CO.$70.6M54,9362025
Retirement plans
Welfare plans
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