Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$12.6M
- Prescription drug$12.6M
- Other$735K
- Life$711K
- Short-term disability$711K
- Long-term disability$711K
- +2 more
Sponsor portfolioTH
CUSTOMERS BANK
EIN 23-2892229bankingLatest filing 2025
Plans
2
Retirement
1
$96.1M assets
Welfare
1
$14.1M premiums
Participants
1,937
40 GENERAL WARREN BOULEVARD, SUITE 2000 - MALVERN, PA 19355267-327-4387customersbank.comLinkedIn501-1000 employeesbanking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $14.1M premiums / 1,639 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- BLUE CROSS OF CALIFORNIA90%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA5%
- DELTA DENTAL OF CALIFORNIA4%
- VISION SERVICE PLAN1%
- HEALTH ADVOCATE SOLUTIONS, INC.0%
Broker market share
Schedule A broker compensation
89%top
- NFP INSURANCE SERVICES INC89%
- TOTALIS BENEFITS15%
- LOCKTON COMPANIES, LLC-4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CUSTOMERS BANK 401(K) PLAN
401k
Assets$96.1M
Participants1,023
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520
CUSTOMERS BANK GROUP WELFARE PLAN
Fully Insured - HIGHMARK INC
Premiums$14.1M
Covered lives1,639
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CUSTOMERS BANK 401(K) PLAN | 401k | $96.1M | 1,023 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 520 | CUSTOMERS BANK GROUP WELFARE PLAN | Fully Insured | HIGHMARK INC | $14.1M | 1,639 | 2025 |
Retirement plans
Welfare plans