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

BRETHREN VILLAGE

EIN 23-1425014-non-profit organization management-Latest filing 2025
Plans
3
Retirement
1
$11.8M assets
Welfare
2
$608K premiums
Participants
870
3001 LITITZ PIKE - LITITZ, PA 17543717-581-4269bv.orgLinkedIn501-1000 employeesnon-profit organization management
Plans on this EIN
3 filings
#002403b-$11.8M - 534 part#502Self Funded-$505K - 202 lives#501Mixed-$102K - 234 lives

Benefits portfolio analytics

2 plans / $608K premiums / 436 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$505K
  • Life$102K
  • Short-term disability$101K
  • Long-term disability$101K
  • Other$101K
Total $608K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • UNITEDHEALTHCARE INSURANCE COMPANY83%
  • AMERICAN UNITED LIFE INSURANCE COMPANY17%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $608K3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • THE BENECON GROUP100%
  • AP BENEFIT ADVISORS, LLC0%
  • VINCENT J ROWAN0%
  • CATHY GOOD0%
  • WILLIAM E GOOD0%
Total $17K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BRETHREN VILLAGE 403(B) RETIREMENT PROGRAM

403b

Assets$11.8M
Participants534
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

BRETHREN VILLAGE GROUP MEDICAL PLAN

Self Funded - OPTUM HEALTH UNIMERICA INSURANCE COMPANY

Premiums$505K
Covered lives202
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

BRETHREN VILLAGE FLEXIBLE BENEFIT PLAN

Mixed - AUL ONEAMERICA

Premiums$102K
Covered lives234
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BRETHREN VILLAGE 403(B) RETIREMENT PROGRAM403b$11.8M5342025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502BRETHREN VILLAGE GROUP MEDICAL PLANSelf FundedOPTUM HEALTH UNIMERICA INSURANCE COMPANY$505K2022025
501BRETHREN VILLAGE FLEXIBLE BENEFIT PLANMixedAUL ONEAMERICA$102K2342025
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