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ERIE INDEMNITY COMPANY

EIN 25-0466020-Latest filing 2025
Plans
11
Retirement
2
$2.39B assets
Welfare
9
$12.5M premiums
Participants
65,212
100 ERIE INSURANCE PLACE - ERIE, PA 165300001814-870-2000eccaremgt.orgLinkedIn1-10 employees
Plans on this EIN
11 filings
#002401k-$1.35B - 7,861 part#001TraditionalDB-$1.04B - 10,053 part#505Fully Insured-$4.5M - 6,295 lives#502Fully Insured-$4.1M - 6,652 lives#504Fully Insured-$3.3M - 6,596 lives#509Fully Insured-$458K - 303 lives#511Fully Insured-$79K - 203 lives#501Self Funded-0 lives#506Self Funded-0 lives#508Self Funded-0 lives#510Unknown-0 lives

Retirement portfolio analytics

2 plans aggregated / $2.39B assets / 17,914 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • GROUP EMPLOYEE Savings (#002)57%
  • PLAN FOR EMPLOYEES (#001)43%
Total $2.39BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN FOR EMPLOYEES (#001)10,053
  • GROUP EMPLOYEE Savings (#002)7,861
Total 17,914Click row to drill in

Benefits portfolio analytics

9 plans / $12.5M premiums / 20,049 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$4.6M
  • Dental$4.5M
  • Life$4.1M
  • Long-term disability$3.3M
  • Short-term disability$79K
Total $12.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • METROPOLITAN LIFE INSURANCE COMPANY61%
  • DELTA DENTAL OF CALIFORNIA36%
  • GENWORTH LIFE INSURANCE COMPANY3%
Total $12.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • BUCK GLOBAL LLC72%
  • EDWARD ALTHOFF25%
  • LOESEL-SCHAAF INSURANCE AGENCY INC3%
  • MOWERY ASSOCIATES0%
Total $156K4 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

ERIE INSURANCE GROUP EMPLOYEE SAVINGS PLAN

401k

Assets$1.35B
Participants7,861
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEES

TraditionalDB

Assets$1.04B
Participants10,053
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

ERIE INDEMNITY COMPANY GROUP DENTAL ASSISTANCE PLAN

Fully Insured - DELTA DENTAL OF PENNSYLVANIA

Premiums$4.5M
Covered lives6,295
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

ERIE INDEMNITY CO GROUP LIFE INSURANCE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$4.1M
Covered lives6,652
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

ERIE INDEMNITY COMPANY EMPLOYEES LONG TERM DISABILITY INCOME PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$3.3M
Covered lives6,596
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

ERIE INDEMNITY COMPANY LONG TERM CARE PLAN

Fully Insured - GENWORTH LIFE INSURANCE COMPANY

Premiums$458K
Covered lives303
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

ERIE INDEMNITY COMPANY SHORT TERM DISABILITY

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$79K
Covered lives203
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

ERIE INDEMNITY COMPANY HEALTH PROTECTION PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

ERIE INDEMNITY COMPANY VISION CARE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

ERIE INDEMNITY COMPANY PRE-TAX PAYMENT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

ERIE INDEMNITY COMPANY WORK-LIFE RESOURCES PLAN

Unknown

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ERIE INSURANCE GROUP EMPLOYEE SAVINGS PLAN401k$1.35B7,8612024
001ERIE INSURANCE GROUP RETIREMENT PLAN FOR EMPLOYEESTraditionalDB$1.04B10,0532024

Welfare plans9

Plan #NameFundingCarrierPremiumsCoveredLatest year
505ERIE INDEMNITY COMPANY GROUP DENTAL ASSISTANCE PLANFully InsuredDELTA DENTAL OF PENNSYLVANIA$4.5M6,2952025
502ERIE INDEMNITY CO GROUP LIFE INSURANCE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$4.1M6,6522025
504ERIE INDEMNITY COMPANY EMPLOYEES LONG TERM DISABILITY INCOME PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$3.3M6,5962025
509ERIE INDEMNITY COMPANY LONG TERM CARE PLANFully InsuredGENWORTH LIFE INSURANCE COMPANY$458K3032025
511ERIE INDEMNITY COMPANY SHORT TERM DISABILITYFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$79K2032025
501ERIE INDEMNITY COMPANY HEALTH PROTECTION PLANSelf Funded-$002025
506ERIE INDEMNITY COMPANY VISION CARE PLANSelf Funded-$002025
508ERIE INDEMNITY COMPANY PRE-TAX PAYMENT PLANSelf Funded-$002025
510ERIE INDEMNITY COMPANY WORK-LIFE RESOURCES PLANUnknown-$002025
Retirement plans
Welfare plans
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