Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.0M
- Prescription drug$2.0M
- Dental$173K
- Life$73K
- Other$56K
- Short-term disability$45K
- +2 more
Sponsor portfolio
THE HAVERFORD TRUST COMPANY
EIN 23-2329854investment managementLatest filing 2025
Plans
2
Retirement
1
$73.2M assets
Welfare
1
$2.4M premiums
Participants
309
THREE RADNOR CORP. CENTER, STE. 450 - RADNOR, PA 190874580610-995-8721haverfordquality.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.4M premiums / 143 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- BLUE CROSS OF CALIFORNIA85%
- LIFE INSURANCE COMPANY OF NORTH AMERICA8%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
- TELEMEDICINE MANAGEMENT, INC. DBA SWIFTMD0%
Broker market share
Schedule A broker compensation
77%top
- KISTLER TIFFANY BENEFITS77%
- CREATIVE BENEFITS, INC.17%
- ENROLLEASE6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
THE HAVERFORD TRUST COMPANY 401(K) PLAN
401k
Assets$73.2M
Participants164
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE HAVERFORD TRUST COMPANY WELFARE BENEFIT PLAN
Fully Insured - INDEPENDENCE BLUE CROSS
Premiums$2.4M
Covered lives143
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | THE HAVERFORD TRUST COMPANY 401(K) PLAN | 401k | $73.2M | 164 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE HAVERFORD TRUST COMPANY WELFARE BENEFIT PLAN | Fully Insured | INDEPENDENCE BLUE CROSS | $2.4M | 143 | 2025 |
Retirement plans
Welfare plans