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Sponsor portfolio

DUNWOODY VILLAGE

EIN 23-1379512-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$19.1M assets
Welfare
1
$181K premiums
Participants
823
3500 WEST CHESTER PIKE - NEWTOWN SQUARE, PA 19073610-359-4400dunwoody.orgLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#003403b-$19.1M - 607 part#510Mixed-$181K - 439 lives

Benefits portfolio analytics

1 plan / $181K premiums / 439 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$98K
  • Other$70K
  • Life$63K
  • Long-term disability$63K
  • Vision$13K
Total $181K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • DELTA DENTAL OF CALIFORNIA54%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY35%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA7%
  • CAREBRIDGE CORPORATION4%
Total $181K4 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • MARSH & MCLENNAN AGENCY LLC65%
  • JAMES R NELLIGAN & ASSOCIATES LLC22%
  • JOHNSON KENDALL AND JOHNSON12%
Total $22K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

DUNWOODY VILLAGE 403(B) PLAN

403b

Assets$19.1M
Participants607
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

DUNWOODY VILLAGE EMPLOYEE GROUP WELFARE BENEFIT PLANS

Mixed - DELTA DENTAL OF PENNSYLVANIA

Premiums$181K
Covered lives439
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003DUNWOODY VILLAGE 403(B) PLAN403b$19.1M6072024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510DUNWOODY VILLAGE EMPLOYEE GROUP WELFARE BENEFIT PLANSMixedDELTA DENTAL OF PENNSYLVANIA$181K4392025
Retirement plans
Welfare plans
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