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Sponsor portfolioTH

PUBLIC HEALTH MANAGEMENT CORP.

EIN 23-7221025-non-profit organization management-Latest filing 2025
Plans
3
Retirement
2
$111.0M assets
Welfare
1
$1.0M premiums
Participants
4,302
CENTRE SQUARE EAST, 1500 MARKET STREET SUITE 1500 - PHILADELPHIA, PA 19102215-985-2503phmc.orgLinkedIn1001-5000 employeesnon-profit organization management
Plans on this EIN
3 filings
#001MoneyPurchase-$81.7M - 1,949 part#002403b-$29.3M - 766 part#501Mixed-$1.0M - 1,518 lives

Retirement portfolio analytics

2 plans aggregated / $111.0M assets / 2,715 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • MONEY PURCHASE PENSION (#001)74%
  • PHMC 403(B) (#002)26%
Total $111.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • THE VANGUARD GROUP, INC.100%
Total $111.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MONEY PURCHASE PENSION (#001)1,949
  • PHMC 403(B) (#002)766
Total 2,715Click row to drill in

Benefits portfolio analytics

1 plan / $1.0M premiums / 1,518 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$968K
  • Long-term disability$779K
  • Life$768K
Total $1.0M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA76%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA22%
  • AFLAC3%
Total $1.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • NFP INSURANCE SERVICES INC51%
  • MJ INSURANCE49%
  • IMG0%
  • NAVIGATION BENEFITS LLC0%
Total $155K4 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

PUBLIC HEALTH MANAGEMENT CORP. EMPLOYEES' MONEY PURCHASE PENSION PLAN

MoneyPurchase

Assets$81.7M
Participants1,949
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PHMC 403(B) PLAN

403b

Assets$29.3M
Participants766
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PUBLIC HEALTH MANAGEMENT CORPORATION

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$1.0M
Covered lives1,518
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PUBLIC HEALTH MANAGEMENT CORP. EMPLOYEES' MONEY PURCHASE PENSION PLANMoneyPurchase$81.7M1,9492025
002PHMC 403(B) PLAN403b$29.3M7662025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PUBLIC HEALTH MANAGEMENT CORPORATIONMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$1.0M1,5182025
Retirement plans
Welfare plans
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