Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
PHI D/B/A PRESBYTERIAN SENIOR LIVING
EIN 23-1381404hospital & health careLatest filing 2025
Plans
3
Retirement
2
$58.3M assets
Welfare
1
$543K premiums
Participants
5,067
ONE TRINITY DRIVE E, SUITE 201 - DILLSBURG, PA 17019717-502-8840LinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $58.3M assets / 3,809 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
- CONRAD SIEGEL100%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $543K premiums / 1,258 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$258K
- Short-term disability$212K
- Long-term disability$54K
- Other$20K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
100%top
- IMG100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
PRESBYTERIAN SENIOR LIVING 403(B) PLAN
403b
Assets$37.4M
Participants2,668
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION RETIREMENT PLAN
ProfitSharing
Assets$20.9M
Participants1,141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PHI WELFARE BENEFIT PROGRAM
Mixed - THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$543K
Covered lives1,258
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | PRESBYTERIAN SENIOR LIVING 403(B) PLAN | 403b | $37.4M | 2,668 | 2025 | |
| 003 | PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION RETIREMENT PLAN | ProfitSharing | $20.9M | 1,141 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PHI WELFARE BENEFIT PROGRAM | Mixed | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | $543K | 1,258 | 2025 |
Retirement plans
Welfare plans