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Sponsor portfolio

HAVERFORD COLLEGE

EIN 23-6002304-higher education-Latest filing 2024
Plans
3
Retirement
1
$260.0M assets
Welfare
2
$306K premiums
Participants
3,473
370 LANCASTER AVE - HAVERFORD, PA 19041610-896-1219haverford.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
3 filings
#002403b-$260.0M - 2,089 part#504Mixed-$288K - 931 lives#512Mixed-$19K - 11 lives

Benefits portfolio analytics

2 plans / $306K premiums / 942 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$131K
  • Life$96K
  • Other$96K
  • Vision$60K
  • Prescription drug$17K
  • Dental$2K
Total $306K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA74%
  • BLUE CROSS OF CALIFORNIA20%
  • AETNA LIFE INSURANCE COMPANY6%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $306K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $4501 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

HAVERFORD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$260.0M
Participants2,089
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

HAVERFORD COLLEGE HEALTH & WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$288K
Covered lives931
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512

HAVERFORD COLLEGE RETIREMENT HEALTHCARE SAVINGS PROGRAM

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$19K
Covered lives11
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002HAVERFORD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN403b$260.0M2,0892024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
504HAVERFORD COLLEGE HEALTH & WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$288K9312024
512HAVERFORD COLLEGE RETIREMENT HEALTHCARE SAVINGS PROGRAMMixedAETNA LIFE INSURANCE COMPANY$19K112024
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