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Sponsor portfolio

MORAVIAN ACADEMY

EIN 24-0829838-Latest filing 2025
Plans
2
Retirement
1
$46.3M assets
Welfare
1
$74K premiums
Participants
622
4313 GREEN POND RD. - BETHLEHEM, PA 18020610-332-5284
Plans on this EIN
2 filings
#001403b-$46.3M - 429 part#505Mixed-$74K - 195 lives

Benefits portfolio analytics

1 plan / $74K premiums / 195 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$74K
  • Other$74K
  • Short-term disability$60K
  • Long-term disability$60K
Total $74K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Total $74K1 slice

Broker market share

Schedule A broker compensation

Split broker
64%top
  • CONNER STRONG & BUCKELEW64%
  • JAMES R NELLIGAN & ASSOCS LLC28%
  • AMWINS7%
Total $14K3 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

MORAVIAN ACADEMY 403(B) DC PLAN

403b

Assets$46.3M
Participants429
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

MORAVIAN ACADEMY HEALTH AND WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$74K
Covered lives195
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MORAVIAN ACADEMY 403(B) DC PLAN403b$46.3M4292024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505MORAVIAN ACADEMY HEALTH AND WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$74K1952025
Retirement plans
Welfare plans
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