Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$656K
- Health$654K
- Dental$654K
- Prescription drug$654K
- Life$97K
- Other$97K
- +2 more
Sponsor portfolio
ELM TERRACE GARDENS
EIN 23-2132688Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
1
$5.3M assets
Welfare
1
$753K premiums
Participants
332
660 NORTH BROAD STREET - LANSDALE, PA 194462361215-361-5600
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $753K premiums / 140 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- AETNA LIFE INSURANCE COMPANY87%
- UNUM LIFE INSURANCE COMPANY OF AMERICA10%
- LIFE INSURANCE COMPANY OF NORTH AMERICA3%
- PRINCIPAL LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
38%top
- ASSUREDPARTNERS38%
- UNIVEST INSURANCE INC21%
- HEALTH AND BENEFITS PARTNERS LLC16%
- MORGAN PERRI13%
- LISA A PERRI5%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
RETIREMENT PLAN OF ELM TERRACE GARDENS
401k
Assets$5.3M
Participants191
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ELM TERRACE GARDENS HEALTH & WELFARE BENEFITS PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$753K
Covered lives140
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RETIREMENT PLAN OF ELM TERRACE GARDENS | 401k | $5.3M | 191 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ELM TERRACE GARDENS HEALTH & WELFARE BENEFITS PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $753K | 140 | 2025 |
Retirement plans
Welfare plans