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Sponsor portfolio

UNITED WAY OF THE GREATER LEHIGH VALLEY

EIN 23-2657933-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$4.3M assets
Welfare
1
$309K premiums
Participants
126
1110 AMERICAN PKWY NE STE F120 - ALLENTOWN, PA 181099148610-807-5732unitedwayglv.orgLinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
2 filings
#002401k-$4.3M - 78 part#501Mixed-$309K - 109 lives

Benefits portfolio analytics

1 plan / $309K premiums / 109 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$244K
  • Dental$66K
  • Vision$66K
  • Life$66K
  • Long-term disability$66K
  • Other$66K
Total $309K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • HM LIFE INSURANCE COMPANY79%
  • PRINCIPAL LIFE INSURANCE COMPANY21%
Total $309K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BSI CORPORATE BENEFITS LLC100%
Total $6K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

UNITED WAY OF THE GREATER LEHIGH VALLEY RETIREMENT PLAN

401k

Assets$4.3M
Participants78
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNITED WAY OF THE GREATER LEHIGH VALLEY EMPLOYEE BENEFIT PLAN

Mixed - HM LIFE INSURANCE COMPANY

Premiums$309K
Covered lives109
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002UNITED WAY OF THE GREATER LEHIGH VALLEY RETIREMENT PLAN401k$4.3M782024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNITED WAY OF THE GREATER LEHIGH VALLEY EMPLOYEE BENEFIT PLANMixedHM LIFE INSURANCE COMPANY$309K1092025
Retirement plans
Welfare plans
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