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Sponsor portfolioTH

DELAWARE VALLEY UNIVERSITY

EIN 23-1352665-construction-Latest filing 2024
Plans
2
Retirement
1
$93.6M assets
Welfare
1
$410K premiums
Participants
1,029
700 E. BUTLER AVE. - DOYLESTOWN, PA 18901215-489-2478delawarevalleysurvey.comLinkedIn1-10 employeesconstruction
Plans on this EIN
2 filings
#001403b-$93.6M - 725 part#503Fully Insured-$410K - 342 lives

Benefits portfolio analytics

1 plan / $410K premiums / 342 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$212K
  • Life$112K
  • Other$112K
  • Long-term disability$34K
  • Health$33K
  • Vision$16K
  • +1 more
Total $410K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • METROPOLITAN LIFE INSURANCE COMPANY44%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY36%
  • BLUE CROSS OF CALIFORNIA9%
  • AETNA LIFE INSURANCE COMPANY8%
  • EYEMED VISION CARE4%
Total $410K5 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • ARMSTRONG, DOYLE & CARROLL, INC.52%
  • JAMES R NELLIGAN & ASSOCIATES LLC39%
  • CONNER STRONG & BUCKELEW9%
Total $46K3 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

DELAWARE VALLEY UNIVERSITY DC PLAN

403b

Assets$93.6M
Participants725
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

DELAWARE VALLEY UNIVERSITY GROUP INSURANCE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$410K
Covered lives342
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DELAWARE VALLEY UNIVERSITY DC PLAN403b$93.6M7252024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503DELAWARE VALLEY UNIVERSITY GROUP INSURANCE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$410K3422024
Retirement plans
Welfare plans
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