Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Univest Financial Corporation
EIN 23-1886144Finance and InsuranceLatest filing 2025
Plans
3
Retirement
2
$204.0M assets
Health & Benefits
1
$3.3M premiums
Participants
2,552
14 N MAIN STREET - SOUDERTON, PA 189640197215-721-2400
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $204.0M assets / 1,515 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$62.4M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.3M premiums / 1,021 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$2.0M
- Dental$540K
- Life$409K
- Long-term disability$186K
- Other$162K
- Vision$91K
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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#002
UNIVEST FINANCIAL CORPORATION DEFERRED SALARY SAVINGS PLAN
401(k)
Assets$141.6M
Participants1,145
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
UNIVEST FINANCIAL CORPORATION RETIREMENT PLAN
Cash balance
Assets$62.4M
Participants370
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
UNIVEST FINANCIAL CORPORATION GROUP LIFE AND HEALTH PLAN
Mixed - UNIMERICA INSURANCE COMPANY
Premiums$3.3M
Covered lives1,021
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | UNIVEST FINANCIAL CORPORATION DEFERRED SALARY SAVINGS PLAN | 401(k) | $141.6M | 1,145 | 2025 |
| #001 | UNIVEST FINANCIAL CORPORATION RETIREMENT PLAN | Cash balance | $62.4M | 370 | 2025 |
- #002 · 401(k) · 20251,145
- #001 · Cash balance · 2025370
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | UNIVEST FINANCIAL CORPORATION GROUP LIFE AND HEALTH PLAN | Mixed | UNIMERICA INSURANCE COMPANY | $3.3M | 1,021 | 2025 |
- #501 · Mixed · UNIMERICA INSURANCE COMPANY · 20251,021
Retirement plans
Health & Benefits plans