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Sponsor portfolioTH

BUCKNELL UNIVERSITY

EIN 24-0772407-higher education-Latest filing 2025
Plans
3
Retirement
1
$672.9M assets
Welfare
2
$4.0M premiums
Participants
5,807
217C MARTS HALL, ONE DENT DRIVE - LEWISBURG, PA 17837570-577-3811bucknell.eduLinkedIn1001-5000 employeeshigher education
Plans on this EIN
3 filings
#002403b-$672.9M - 3,659 part#520Fully Insured-$3.1M - 702 lives#510Mixed-$906K - 1,413 lives

Benefits portfolio analytics

2 plans / $4.0M premiums / 2,115 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.3M
  • Prescription drug$3.1M
  • Life$384K
  • Long-term disability$189K
  • Other$182K
  • Vision$152K
Total $4.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • BLUE CROSS OF CALIFORNIA78%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA19%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY3%
  • HEALTH ADVOCATE SOLUTIONS, INC.1%
Total $4.0M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $5K1 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

BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$672.9M
Participants3,659
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520

BUCKNELL UNIVERSITY RETIREE HEALTH CARE PLAN

Fully Insured - HIGHMARK INC

Premiums$3.1M
Covered lives702
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

BUCKNELL UNIVERSITY HEALTH AND WELFARE PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$906K
Covered lives1,413
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN403b$672.9M3,6592024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
520BUCKNELL UNIVERSITY RETIREE HEALTH CARE PLANFully InsuredHIGHMARK INC$3.1M7022025
510BUCKNELL UNIVERSITY HEALTH AND WELFARE PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$906K1,4132025
Retirement plans
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