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Sponsor portfolioTH

EMBASSY BANK FOR THE LEHIGH VALLEY

EIN 23-3081363-banking-Latest filing 2025
Plans
2
Retirement
1
$17.1M assets
Welfare
1
$620K premiums
Participants
222
100 GATEWAY DRIVE, SUITE 100 - BETHLEHEM, PA 18017610-882-8800embassybank.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#001401k-$17.1M - 127 part#501Mixed-$620K - 191 lives

Benefits portfolio analytics

1 plan / $620K premiums / 191 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$434K
  • Life$66K
  • Other$66K
  • Dental$60K
  • Short-term disability$31K
  • Long-term disability$18K
  • +1 more
Total $620K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • UNITEDHEALTHCARE INSURANCE COMPANY70%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY19%
  • UNITED CONCORDIA INSURANCE COMPANY10%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
Total $620K4 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • ASSUREDPARTNERS98%
  • EMPLOYEE BENEFITS CONSULTANTS2%
Total $33K2 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

EMBASSY BANK TEAM 401(K) PROFIT SHARING PLAN

401k

Assets$17.1M
Participants127
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EMBASSY BANK FOR THE LEHIGH VALLEY GROUP HEALTH PLAN

Mixed - OPTUMHEALTH

Premiums$620K
Covered lives191
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EMBASSY BANK TEAM 401(K) PROFIT SHARING PLAN401k$17.1M1272024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EMBASSY BANK FOR THE LEHIGH VALLEY GROUP HEALTH PLANMixedOPTUMHEALTH$620K1912025
Retirement plans
Welfare plans
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