Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
THOMAS JEFFERSON UNIVERSITY
EIN 23-1352651higher educationLatest filing 2025
Plans
3
Retirement
2
$4.87B assets
Welfare
1
$70.6M premiums
Participants
90,076
1101 MARKET STREET, 23RD FLOOR - PHILADELPHIA, PA 19107215-503-7520LinkedIn10001+ employeeshigher education
Retirement portfolio analytics
2 plans aggregated / $4.87B assets / 57,014 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $70.6M premiums / 54,936 covered livesCoverage 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
Carrier market share
Premium dollars by Schedule A carrier
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
Broker market share
Schedule A broker compensation
75%top
- GALLAGHER BENEFIT SERVICES, INC.75%
- MICHAEL C WALKER9%
- EMPOWER BENEFITS INC DBA CORESTREAM7%
- EMPOWER BENEFITS INC3%
- MANNING JERRY2%
- +3 more
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
Open plan deep dive
Retirement#010
JEFFERSON DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.08B
Participants25,167
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 plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | JEFFERSON DEFINED CONTRIBUTION RETIREMENT PLAN | 403b | $2.79B | 31,847 | 2024 | |
| 010 | JEFFERSON DEFINED BENEFIT PLAN | TraditionalDB | $2.08B | 25,167 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 531 | JEFFERSON HEALTH AND WELFARE PLAN | Fully Insured | AETNA LIFE INSURANCE CO. | $70.6M | 54,936 | 2025 |
Retirement plans
Welfare plans