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Sponsor portfolioTH

LINCOLN UNIVERSITY OF THE COMMONWEALTH SYSTEM OF HIGHER EDUCATION

EIN 23-1352655-Latest filing 2025
Plans
2
Retirement
1
$91.3M assets
Welfare
1
$3.9M premiums
Participants
1,749
1570 BALTIMORE PIKE, PO BOX 179 - LINCOLN UNIVERSITY, PA 19352484-365-7595
Plans on this EIN
2 filings
#001403b-$91.3M - 1,322 part#501Fully Insured-$3.9M - 485 lives

Benefits portfolio analytics

1 plan / $3.9M premiums / 485 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.3M
  • Prescription drug$3.3M
  • Life$365K
  • Other$350K
  • Short-term disability$326K
  • Long-term disability$326K
  • +2 more
Total $3.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • BLUE CROSS OF CALIFORNIA82%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY8%
  • DELTA DENTAL OF CALIFORNIA5%
  • KEYSTONE HEALTH PLAN EAST3%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • +2 more
Total $3.9M7 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • GALLAGHER BENEFIT SERVICES, INC.97%
  • JAMES H. VAN EPPS1%
  • CHARLES D. BLOCK1%
  • CUSTOM BENEFIT PROGRAMS INC0%
  • ALLIANT INSURANCE SERVICES, INC.0%
  • +1 more
Total $30K6 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

LINCOLN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$91.3M
Participants1,322
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LINCOLN UNIVERSITY HEALTH AND WELFARE PLAN

Fully Insured - INDEPENDENCE BLUE CROSS

Premiums$3.9M
Covered lives485
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LINCOLN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN403b$91.3M1,3222024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LINCOLN UNIVERSITY HEALTH AND WELFARE PLANFully InsuredINDEPENDENCE BLUE CROSS$3.9M4852025
Retirement plans
Welfare plans
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