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  2. THE GLENMEDE CORPORATION
Sponsor portfolioTH

THE GLENMEDE CORPORATION

EIN 23-2228772-financial services-Latest filing 2024
Plans
3
Retirement
2
$327.3M assets
Welfare
1
$6.6M premiums
Participants
1,421
ONE LIBERTY PLACE, 1650 MARKET STREET, SUITE 4000 - PHILADELPHIA, PA 191037301215-419-6000glenmede.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
3 filings
#002401k-$230.3M - 541 part#001TraditionalDB-$96.9M - 349 part#507Mixed-$6.6M - 810 lives

Retirement portfolio analytics

2 plans aggregated / $327.3M assets / 890 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • AND INVESTMENT PLAN (#002)70%
  • CORPORATION RETIREMENT PLAN (#001)30%
Total $327.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
70%top
  • THE VANGUARD GROUP, INC.70%
  • (Not disclosed)30%
Total $327.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND INVESTMENT PLAN (#002)541
  • CORPORATION RETIREMENT PLAN (#001)349
Total 890Click row to drill in

Benefits portfolio analytics

1 plan / $6.6M premiums / 810 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.7M
  • Prescription drug$5.7M
  • Dental$436K
  • Life$356K
  • Long-term disability$104K
  • Vision$32K
  • +1 more
Total $6.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY7%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
  • VISION SERVICE PLAN0%
Total $6.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • AP BENEFIT ADVISORS, LLC89%
  • DIGITAL INSURANCE LLC6%
  • ASSUREDPARTNERS5%
Total $24K3 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

THE GLENMEDE CORPORATION SAVINGS AND INVESTMENT PLAN

401k

Assets$230.3M
Participants541
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE GLENMEDE CORPORATION RETIREMENT PLAN

TraditionalDB

Assets$96.9M
Participants349
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

THE GLENMEDE CORPORATION WELFARE BENEFIT PLAN

Mixed - INDEPENDENCE BLUE CROSS

Premiums$6.6M
Covered lives810
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE GLENMEDE CORPORATION SAVINGS AND INVESTMENT PLAN401k$230.3M5412024
001THE GLENMEDE CORPORATION RETIREMENT PLANTraditionalDB$96.9M3492024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507THE GLENMEDE CORPORATION WELFARE BENEFIT PLANMixedINDEPENDENCE BLUE CROSS$6.6M8102024
Retirement plans
Welfare plans
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