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Sponsor portfolioTH

LENAPE VALLEY FOUNDATION

EIN 23-1914438-mental health care-Latest filing 2025
Plans
2
Retirement
1
$11.5M assets
Welfare
1
$2.3M premiums
Participants
776
500 NORTH WEST STREET - DOYLESTOWN, PA 18901215-345-5300lenapevf.orgLinkedIn201-500 employeesmental health care
Plans on this EIN
2 filings
#001403b-$11.5M - 467 part#501Fully Insured-$2.3M - 568 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 568 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Dental$2.2M
  • Vision$2.2M
  • Short-term disability$50K
  • Other$35K
  • Long-term disability$32K
  • +1 more
Total $2.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • UNITEDHEALTHCARE INSURANCE COMPANY95%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
Total $2.3M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $135K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LENAPE VALLEY FOUNDATION 403B PLAN

403b

Assets$11.5M
Participants467
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LENAPE VALLEY FOUNDATION WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.3M
Covered lives568
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LENAPE VALLEY FOUNDATION 403B PLAN403b$11.5M4672025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LENAPE VALLEY FOUNDATION WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.3M5682025
Retirement plans
Welfare plans
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