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Sponsor portfolioTH

SUSQUEHANNA UNIVERSITY

EIN 23-1353385-higher education-Latest filing 2025
Plans
2
Retirement
1
$174.7M assets
Welfare
1
$374K premiums
Participants
1,574
514 UNIVERSITY AVENUE - SELINSGROVE, PA 17870570-372-4054LinkedIn1-10 employeeshigher education
Plans on this EIN
2 filings
#001403b-$174.7M - 1,115 part#504Fully Insured-$374K - 601 lives

Benefits portfolio analytics

1 plan / $374K premiums / 601 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$179K
  • Life$89K
  • Long-term disability$58K
  • Vision$40K
  • Other$7K
Total $374K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • UNITED CONCORDIA INSURANCE COMPANY48%
  • STANDARD INSURANCE COMPANY39%
  • HEARTLAND11%
  • NEW DIRECTIONS BEHAVIORAL HEALTH2%
Total $374K4 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • CBIZ BENEFITS & INSURANCE SERVICES91%
  • THE BENECON GROUP9%
Total $33K2 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

SUSQUEHANNA UNIVERSITY RETIREMENT PLAN

403b

Assets$174.7M
Participants1,115
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

SUSQUEHANNA UNIVERSITY HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - UNITED CONCORDIA INSURANCE COMPANY

Premiums$374K
Covered lives601
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUSQUEHANNA UNIVERSITY RETIREMENT PLAN403b$174.7M1,1152025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504SUSQUEHANNA UNIVERSITY HEALTH AND WELFARE BENEFIT PLANFully InsuredUNITED CONCORDIA INSURANCE COMPANY$374K6012025
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