Assets by plan
Share of aggregate retirement assets
96%top
Sponsor portfolioTH
MERAKEY USA
EIN 23-2175924hospital & health careLatest filing 2025
Plans
3
Retirement
2
$161.0M assets
Welfare
1
$3.2M premiums
Participants
12,952
620 GERMANTOWN PIKE - LAFAYETTE HILL, PA 19444610-260-4600LinkedIn501-1000 employeeshospital & health care
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $161.0M assets / 6,811 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.2M premiums / 5,570 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$3.2M
- Other$3.2M
- Long-term disability$3.2M
- Health$24K
- Short-term disability$24K
- Vision$13K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
99%top
- HARTFORD LIFE AND ACCIDENT99%
- NATIONWIDE LIFE INSURANCE COMPANY1%
- AMERITAS LIFE INSURANCE CORP.0%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
- UNITED STATES FIRE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- ALEXANDER BENEFITS CONSULTING100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MERAKEY 403(B) PLAN
403b
Assets$155.3M
Participants6,564
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004
MERAKEY 401(K) PLAN
401k
Assets$5.8M
Participants247
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
MERAKEY USA WELFARE BENEFIT PLAN
Fully Insured - HARTFORD LIFE AND ACCIDENT
Premiums$3.2M
Covered lives5,570
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MERAKEY 403(B) PLAN | 403b | $155.3M | 6,564 | 2024 | |
| 004 | MERAKEY 401(K) PLAN | 401k | $5.8M | 247 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | MERAKEY USA WELFARE BENEFIT PLAN | Fully Insured | HARTFORD LIFE AND ACCIDENT | $3.2M | 5,570 | 2025 |
Retirement plans
Welfare plans