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Sponsor portfolioTH

MENNO HAVEN, INC.

EIN 23-6276101-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$19.7M assets
Welfare
1
$189K premiums
Participants
889
2011 SCOTLAND AVENUE - CHAMBERSBURG, PA 17201717-262-1000mennohaven.orgLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
2 filings
#001403b-$19.7M - 426 part#501Mixed-$189K - 487 lives

Benefits portfolio analytics

1 plan / $189K premiums / 487 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$168K
  • Other$168K
  • Short-term disability$128K
  • Long-term disability$128K
  • Vision$21K
Total $189K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA68%
  • METROPOLITAN LIFE INSURANCE COMPANY22%
  • HEARTLAND11%
Total $189K3 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • STRICKLER AGENCY, INC83%
  • USI INSURANCE SERVICES LLC13%
  • PLANSOURCE BENEFITS ADMINISTRATION5%
Total $4K3 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

MENNO HAVEN, INC. 403(B) PLAN

403b

Assets$19.7M
Participants426
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MENNO HAVEN, INC. HEALTH CARE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$189K
Covered lives487
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MENNO HAVEN, INC. 403(B) PLAN403b$19.7M4262024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MENNO HAVEN, INC. HEALTH CARE PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$189K4872025
Retirement plans
Welfare plans
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