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Sponsor portfolioTH

BUCKNELL UNIVERSITY

EIN 24-0772407-higher education-Latest filing 2024
Plans
3
Retirement
1
$672.9M assets
Welfare
2
$3.6M premiums
Participants
5,637
1 DENT DRIVE - LEWISBURG, PA 17837570-577-1631bucknell.eduLinkedIn1001-5000 employeeshigher education
Plans on this EIN
3 filings
#002403b-$672.9M - 3,659 part#520Fully Insured-$2.7M - 701 lives#510Mixed-$894K - 1,401 lives

Benefits portfolio analytics

2 plans / $3.6M premiums / 2,102 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Prescription drug$2.7M
  • Other$593K
  • Life$356K
  • Long-term disability$178K
  • Vision$146K
Total $3.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • BLUE CROSS OF CALIFORNIA74%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA20%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY4%
  • HEALTH ADVOCATE SOLUTIONS, INC.1%
Total $3.6M4 slices

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$2.7M
Covered lives701
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$894K
Covered lives1,401
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.$2.7M7012024
510BUCKNELL UNIVERSITY HEALTH AND WELFARE PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$894K1,4012024
Retirement plans
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