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Sponsor portfolioTH

LEHIGH UNIVERSITY

EIN 24-0795445-higher education-Latest filing 2025
Plans
3
Retirement
1
$1.02B assets
Welfare
2
$3.1M premiums
Participants
8,347
27 MEMORIAL DRIVE WEST - BETHLEHEM, PA 18015610-758-3895lehigh.eduLinkedIn1001-5000 employeeshigher education
Plans on this EIN
3 filings
#001403b-$1.02B - 5,530 part#501Mixed-$3.1M - 3,312 lives#521Self Funded-0 lives

Benefits portfolio analytics

2 plans / $3.1M premiums / 3,312 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.9M
  • Long-term disability$1.9M
  • Dental$1.0M
  • Vision$166K
  • Other$42K
Total $3.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY61%
  • UNITED CONCORDIA INSURANCE COMPANY33%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • HEALTH ADVOCATE SOLUTIONS, INC.1%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $3.1M5 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • CORPORATE SYNERGIES GROUP LLC94%
  • FOUNDATION RISK PARTNERS CORP6%
Total $335K2 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

LEHIGH UNIVERSITY RETIREMENT PLAN

403b

Assets$1.02B
Participants5,530
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LEHIGH UNIVERSITY HEALTH AND WELFARE PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$3.1M
Covered lives3,312
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#521

LEHIGH UNIVERSITY MEDICAL PREMIUM REIMBURSEMENT PLAN FOR RETIREES

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LEHIGH UNIVERSITY RETIREMENT PLAN403b$1.02B5,5302025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LEHIGH UNIVERSITY HEALTH AND WELFARE PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$3.1M3,3122025
521LEHIGH UNIVERSITY MEDICAL PREMIUM REIMBURSEMENT PLAN FOR RETIREESSelf Funded-$002025
Retirement plans
Welfare plans
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