PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. EASTERN UNIVERSITY
Sponsor portfolio

EASTERN UNIVERSITY

EIN 23-1409675-higher education-Latest filing 2025
Plans
2
Retirement
1
$86.6M assets
Welfare
1
$303K premiums
Participants
1,778
1300 EAGLE ROAD - ST DAVIDS, PA 19087610-341-5800eastern.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
2 filings
#001403b-$86.6M - 1,312 part#501Fully Insured-$303K - 466 lives

Benefits portfolio analytics

1 plan / $303K premiums / 466 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$287K
  • Life$235K
  • Short-term disability$163K
  • Long-term disability$163K
  • Health$52K
  • Vision$16K
Total $303K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA95%
  • EYEMED VISION CARE5%
Total $303K2 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • CONNER STRONG & BUCKELEW78%
  • JAMES R NELLIGAN & ASSOCIATES LLC22%
Total $48K2 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

EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$86.6M
Participants1,312
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EASTERN UNIVERSITY HEALTH & WELFARE BENEFIT PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$303K
Covered lives466
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN403b$86.6M1,3122024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EASTERN UNIVERSITY HEALTH & WELFARE BENEFIT PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$303K4662025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica