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Sponsor portfolioTH

PRESBYTERIAN SENIORCARE

EIN 25-0969422-Latest filing 2025
Plans
3
Retirement
2
$38.0M assets
Welfare
1
$2.6M premiums
Participants
3,143
1215 HULTON RD - OAKMONT, PA 151391914412-826-6525
Plans on this EIN
3 filings
#001MoneyPurchase-$22.2M - 895 part#002403b-$15.8M - 984 part#514Mixed-$2.6M - 2,250 lives

Retirement portfolio analytics

2 plans aggregated / $38.0M assets / 1,879 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • DEFINED CONTRIBUTION PLAN (#001)58%
  • SENIORCARE RETIREMENT Savings (#002)42%
Total $38.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • THE VANGUARD GROUP, INC.100%
Total $38.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SENIORCARE RETIREMENT Savings (#002)984
  • DEFINED CONTRIBUTION PLAN (#001)895
Total 1,879Click row to drill in

Benefits portfolio analytics

1 plan / $2.6M premiums / 2,250 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.5M
  • Other$386K
  • Dental$370K
  • Long-term disability$303K
  • Short-term disability$295K
  • Life$192K
  • +1 more
Total $2.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • SYMETRA LIFE INSURANCE COMPANY56%
  • UNITED CONCORDIA INSURANCE COMPANY14%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA13%
  • STANDARD INSURANCE COMPANY11%
  • BLUE CROSS OF CALIFORNIA3%
  • +2 more
Total $2.6M7 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • STEALTH PARTNER GROUP LLC58%
  • HUNTINGTON INSURANCE INC42%
  • MERCER HEALTH AND BENEFITS, LLC1%
  • AON CONSULTING INC0%
  • FIRST COMMONWEALTH INSURANCE AGENCY0%
  • +1 more
Total $180K6 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

PRESBYTERIAN SENIORCARE DEFINED CONTRIBUTION PLAN

MoneyPurchase

Assets$22.2M
Participants895
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PRESBYTERIAN SENIORCARE RETIREMENT SAVINGS PLAN

403b

Assets$15.8M
Participants984
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#514

PRESBYTERIAN SENIORCARE NETWORK WELFARE AND FRINGE BENEFIT PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$2.6M
Covered lives2,250
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PRESBYTERIAN SENIORCARE DEFINED CONTRIBUTION PLANMoneyPurchase$22.2M8952024
002PRESBYTERIAN SENIORCARE RETIREMENT SAVINGS PLAN403b$15.8M9842024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
514PRESBYTERIAN SENIORCARE NETWORK WELFARE AND FRINGE BENEFIT PLANMixedSYMETRA LIFE INSURANCE COMPANY$2.6M2,2502025
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