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Sponsor portfolio

PASSAVANT MEMORIAL HOMES

EIN 25-1021794-individual & family services-Latest filing 2025
Plans
3
Retirement
2
$16.7M assets
Welfare
1
$418K premiums
Participants
2,120
100 PASSAVANT WAY - PITTSBURGH, PA 15238412-820-1010passavant.orgLinkedIn501-1000 employeesindividual & family services
Plans on this EIN
3 filings
#002401k-$11.1M - 352 part#003401k-$5.5M - 937 part#501Mixed-$418K - 1,590 lives

Retirement portfolio analytics

2 plans aggregated / $16.7M assets / 1,289 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • MEMORIAL HOMES 401(K) (#002)67%
  • UNION EMPLOYEES 401(K) (#003)33%
Total $16.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • UNION EMPLOYEES 401(K) (#003)937
  • MEMORIAL HOMES 401(K) (#002)352
Total 1,289Click row to drill in

Benefits portfolio analytics

1 plan / $418K premiums / 1,590 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$361K
  • Life$138K
  • Health$44K
  • Vision$44K
  • Long-term disability$13K
Total $418K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • AFLAC47%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA43%
  • UNITEDHEALTHCARE INSURANCE COMPANY10%
Total $418K3 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • SEUBERT & ASSOCIATES, INC.93%
  • RITA BERGSTEIN BENEFITS LLC4%
  • PLANSOURCE BENEFIT ADMINISTRATION2%
  • MARSH & MCLENNAN AGENCY LLC1%
Total $41K4 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

PASSAVANT MEMORIAL HOMES 401(K) PLAN

401k

Assets$11.1M
Participants352
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PASSAVANT MEMORIAL HOMES UNION EMPLOYEES 401(K) PLAN

401k

Assets$5.5M
Participants937
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PASSAVANT MEMORIAL HOMES, INC. WELFARE BENEFIT PLAN

Mixed - CONTINENTAL AMERICAN INSURANCE COMPANY

Premiums$418K
Covered lives1,590
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PASSAVANT MEMORIAL HOMES 401(K) PLAN401k$11.1M3522025
003PASSAVANT MEMORIAL HOMES UNION EMPLOYEES 401(K) PLAN401k$5.5M9372025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PASSAVANT MEMORIAL HOMES, INC. WELFARE BENEFIT PLANMixedCONTINENTAL AMERICAN INSURANCE COMPANY$418K1,5902025
Retirement plans
Welfare plans
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