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Sponsor portfolio

TRUENORTH WELLNESS SERVICES

EIN 23-2007907-health, wellness and fitness-Latest filing 2025
Plans
2
Retirement
1
$7.8M assets
Welfare
1
$123K premiums
Participants
362
625 W. ELM AVE. - HANOVER, PA 173315125717-632-4900truenorthwellness.orgLinkedIn201-500 employeeshealth, wellness and fitness
Plans on this EIN
2 filings
#002401k-$7.8M - 244 part#504Mixed-$123K - 165 lives

Benefits portfolio analytics

1 plan / $123K premiums / 165 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$74K
  • Short-term disability$74K
  • Long-term disability$74K
  • Other$74K
  • Dental$49K
  • Vision$49K
Total $123K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA60%
  • BLUE CROSS OF CALIFORNIA40%
  • MAZZITTI & SULLIVAN0%
Total $123K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $18K1 slice

Plan deep-dives

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

TRUENORTH WELLNESS SERVICES RETIREMENT SAVINGS PLAN

401k

Assets$7.8M
Participants244
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

TRUENORTH WELLNESS SERVICES INSURANCE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$123K
Covered lives165
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002TRUENORTH WELLNESS SERVICES RETIREMENT SAVINGS PLAN401k$7.8M2442025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504TRUENORTH WELLNESS SERVICES INSURANCE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$123K1652025
Retirement plans
Welfare plans
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