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Sponsor portfolio

VANGUARD CHARITABLE ENDOWMENT PROGRAM

EIN 23-2888152-civic & social organization-Latest filing 2025
Plans
4
Retirement
1
$14.6M assets
Welfare
3
$78K premiums
Participants
420
PO BOX 3075 - SOUTHEASTERN, PA 193983075610-503-4392LinkedIn51-200 employeescivic & social organization
Plans on this EIN
4 filings
#001MoneyPurchase-$14.6M - 156 part#501Fully Insured-$75K - 108 lives#502Fully Insured-$3K - 109 lives#503Mixed-$698 - 47 lives

Benefits portfolio analytics

3 plans / $78K premiums / 264 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$78K
  • Life$75K
  • Short-term disability$75K
  • Long-term disability$75K
Total $78K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA97%
  • MAIN LINE HEALTH3%
Total $78K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • PATRIOT GROWTH INSURANCE SERVICES100%
Total $9K1 slice

Plan deep-dives

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

VANGUARD CHARITABLE ENDOWMENT PROGRAM MONEY PURCHASE PENSION PLAN

MoneyPurchase

Assets$14.6M
Participants156
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VANGUARD CHARITABLE ENDOWMENT PROGRAM HEALTH AND WELFARE PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$75K
Covered lives108
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

VANGUARD CHARITABLE ENDOWMENT PROGRAM HEALTH AND WELFARE PLAN

Fully Insured - MAIN LINE HEALTH

Premiums$3K
Covered lives109
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

VANGUARD CHARITABLE TELEMEDICINE PLAN

Mixed - TELADOC HEALTH, INC.

Premiums$698
Covered lives47
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VANGUARD CHARITABLE ENDOWMENT PROGRAM MONEY PURCHASE PENSION PLANMoneyPurchase$14.6M1562025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VANGUARD CHARITABLE ENDOWMENT PROGRAM HEALTH AND WELFARE PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$75K1082025
502VANGUARD CHARITABLE ENDOWMENT PROGRAM HEALTH AND WELFARE PLANFully InsuredMAIN LINE HEALTH$3K1092025
503VANGUARD CHARITABLE TELEMEDICINE PLANMixedTELADOC HEALTH, INC.$698472024
Retirement plans
Welfare plans
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