Plan #	Name	Funding	Carrier	Premiums	Covered	Latest year
502	THE MENNONITE HOME GROUP MEDICAL PLAN	Self Funded	OPTUM HEALTH UNIMERICA INSURANCE COMPANY	$859K	233	2025
501	THE MENNONITE HOME WELFARE BENEFIT PLAN	Mixed	AMERICAN UNITED LIFE INSURANCE COMPANY	$225K	335	2025

Retirement plans

Welfare plans

Sponsor portfolio

THE MENNONITE HOME

EIN 23-1413689Health Care and Social AssistanceLatest filing 2025

Plans

Retirement

$24.5M assets

Welfare

$1.1M premiums

Participants

1,268

1520 HARRISBURG PIKE - LANCASTER, PA 17601717-390-7989

Plans on this EIN

3 filings

#001401k-$24.5M - 664 part #502Self Funded-$859K - 233 lives #501Mixed-$225K - 335 lives

Benefits portfolio analytics

2 plans / $1.1M premiums / 568 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Stop-loss$859K
Other$199K
Life$188K
Short-term disability$188K
Long-term disability$188K
Vision$26K
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

79%top

UNITEDHEALTHCARE INSURANCE COMPANY79%
AMERICAN UNITED LIFE INSURANCE COMPANY17%
LIFE INSURANCE COMPANY OF NORTH AMERICA2%
AMERICAN FIDELITY ASSURANCE COMPANY1%

Broker market share

Schedule A broker compensation

Split broker

67%top

AP BENEFIT ADVISORS, LLC67%
GIS BENEFITS INC17%
THE BENECON GROUP12%
ASSURANCE AGENCY LTD3%
AP BENEFITS ADVISORS LLC2%

Plan deep-dives

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

Retirement#001

TANDEM LIVING SAVINGS AND RETIREMENT PLAN

401k

Assets$24.5M

Participants664

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#502