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  2. GEISINGER SYSTEM SERVICES
Sponsor portfolioTH

GEISINGER SYSTEM SERVICES

EIN 23-2164794-Health Care and Social Assistance-Latest filing 2024
Plans
4
Retirement
3
$4.02B assets
Welfare
1
$30.5M premiums
Participants
88,091
100 NORTH ACADEMY AVE, M.C. 49-70 - DANVILLE, PA 178229800570-271-6640
Plans on this EIN
4 filings
#002401k-$2.96B - 32,497 part#003403b-$1.05B - 27,871 part#001TraditionalDB-$3.6M - 0 part#513Mixed-$30.5M - 42,783 lives

Retirement portfolio analytics

3 plans aggregated / $4.02B assets / 60,368 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • SERVICES 401K Savings (#002)74%
  • SHELTERED ANNUITY PROGRAM (#003)26%
  • GEISINGER CONSOLIDATED PENSION (#001)0%
Total $4.02BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SERVICES 401K Savings (#002)32,497
  • SHELTERED ANNUITY PROGRAM (#003)27,871
Total 60,368Click row to drill in

Benefits portfolio analytics

1 plan / $30.5M premiums / 42,783 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$14.4M
  • Short-term disability$12.1M
  • Long-term disability$7.0M
  • Life$5.3M
  • Vision$2.6M
  • Health$2.0M
Total $30.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA79%
  • VISION SERVICE PLAN9%
  • BLUE CROSS OF CALIFORNIA6%
  • RELIASTAR LIFE INSURANCE COMPANY5%
  • TRANSAMERICA LIFE INSURANCE COMPANY1%
  • +3 more
Total $30.5M8 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • WINSTON FINANCIAL SERVICES52%
  • MARSH & MCLENNAN AGENCY LLC25%
  • STRATEGIC EMPLOYEE BENEFIT SERVICES23%
Total $2.5M3 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

GEISINGER SYSTEM SERVICES 401K SAVINGS PLAN

401k

Assets$2.96B
Participants32,497
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM

403b

Assets$1.05B
Participants27,871
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

GEISINGER CONSOLIDATED PENSION PLAN

TraditionalDB

Assets$3.6M
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#513

GEISINGER WELFARE PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$30.5M
Covered lives42,783
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002GEISINGER SYSTEM SERVICES 401K SAVINGS PLAN401k$2.96B32,4972024
003GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM403b$1.05B27,8712024
001GEISINGER CONSOLIDATED PENSION PLANTraditionalDB$3.6M02024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
513GEISINGER WELFARE PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$30.5M42,7832024
Retirement plans
Welfare plans
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