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  2. Phi D/B/a Presbyterian Senior Living
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Filings through Oct 24, 2026.

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Phi D/B/a Presbyterian Senior Living

EIN 23-1381404-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$58.3M assets
Health & Benefits
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 filings
#004403(b)-$37.4M - 2,668 part#003Profit-sharing-$20.9M - 1,141 part#501Mixed-$543K - 1,258 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $58.3M assets / 3,809 participants

Assets by plan

Share of aggregate retirement assets

  • SENIOR LIVING 403(B) (#004)$37.4M
  • CONTRIBUTION RETIREMENT PLAN (#003)$20.9M
Total $58.3MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • CONRAD SIEGEL$58.3M
Total $58.3MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • SENIOR LIVING 403(B) (#004)2,668
  • CONTRIBUTION RETIREMENT PLAN (#003)1,141
Total 3,809Select a row to open it

Benefits portfolio analytics

1 plan / $543K premiums / 1,258 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$258K
  • Short-term disability$212K
  • Long-term disability$54K
  • Other$20K
Total $543K4 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#004

PRESBYTERIAN SENIOR LIVING 403(B) PLAN

403(b)

Assets$37.4M
Participants2,668
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION RETIREMENT PLAN

Profit-sharing

Assets$20.9M
Participants1,141
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

PHI WELFARE BENEFIT PROGRAM

Mixed - THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$543K
Covered lives1,258
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#004PRESBYTERIAN SENIOR LIVING 403(B) PLAN403(b)$37.4M2,6682025
#003PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION RETIREMENT PLANProfit-sharing$20.9M1,1412025
  • PRESBYTERIAN SENIOR LIVING 403(B) PLAN$37.4M
    #004 · 403(b) · 20252,668
  • PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION RETIREMENT PLAN$20.9M
    #003 · Profit-sharing · 20251,141

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501PHI WELFARE BENEFIT PROGRAMMixedTHE PRUDENTIAL INSURANCE COMPANY OF AMERICA$543K1,2582025
  • PHI WELFARE BENEFIT PROGRAM$543K
    #501 · Mixed · THE PRUDENTIAL INSURANCE COMPANY OF AMERICA · 20251,258
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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