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Sponsor portfolio

COMMUNITY BEHAVIORAL HEALTH

EIN 23-2766661-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$79.2M assets
Welfare
1
$9.5M premiums
Participants
1,310
801 MARKET STREET, 7TH FLOOR - PHILADELPHIA, PA 19107215-413-3100cbhphilly.orgLinkedIn501-1000 employeesnon-profit organization management
Plans on this EIN
2 filings
#001403b-$79.2M - 761 part#501Fully Insured-$9.5M - 1,048 lives

Benefits portfolio analytics

1 plan / $9.5M premiums / 1,048 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.3M
  • Short-term disability$697K
  • Other$618K
  • Life$555K
  • Long-term disability$555K
  • Dental$464K
  • +1 more
Total $9.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • HARTFORD LIFE AND ACCIDENT6%
  • DELTA DENTAL OF CALIFORNIA5%
  • AFLAC2%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • +2 more
Total $9.5M7 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • NFP INSURANCE SERVICES INC93%
  • VARIOUS - SEE ATTACHED7%
  • LTCI PARTNERS LLC0%
  • DANIEL WARD RICHARDSON0%
Total $278K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

COMMUNITY BEHAVIORAL HEALTH 403(B) PLAN

403b

Assets$79.2M
Participants761
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COMMUNITY BEHAVIORAL HEALTH EMPLOYEE WELFARE BENEFIT PLAN

Fully Insured - INDEPENDENCE BLUE CROSS - KEYSTONE

Premiums$9.5M
Covered lives1,048
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COMMUNITY BEHAVIORAL HEALTH 403(B) PLAN403b$79.2M7612024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COMMUNITY BEHAVIORAL HEALTH EMPLOYEE WELFARE BENEFIT PLANFully InsuredINDEPENDENCE BLUE CROSS - KEYSTONE$9.5M1,0482025
Retirement plans
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