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Sponsor portfolio

SOUTHWESTERN PENNSYLVANIA HUMAN SERVICES, INC.

EIN 25-1492288-hospital & health care-Latest filing 2025
Plans
4
Retirement
2
$48.8M assets
Welfare
2
$400K premiums
Participants
2,184
300 CHAMBER PLAZA - CHARLEROI, PA 15022724-489-9100LinkedIn501-1000 employeeshospital & health care
Plans on this EIN
4 filings
#002403b-$26.1M - 903 part#001403b-$22.7M - 888 part#507Mixed-$400K - 812 lives#508Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $48.8M assets / 1,791 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • SHELTERED ANNUITY PLAN (#002)53%
  • SERVICES, INC. PENSION (#001)47%
Total $48.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHELTERED ANNUITY PLAN (#002)903
  • SERVICES, INC. PENSION (#001)888
Total 1,791Click row to drill in

Benefits portfolio analytics

2 plans / $400K premiums / 812 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$245K
  • Life$104K
  • Long-term disability$104K
  • Other$104K
  • Vision$51K
Total $400K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • UNITED CONCORDIA INSURANCE COMPANY61%
  • HARTFORD LIFE AND ACCIDENT26%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA13%
Total $400K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • FIRST NATIONAL INSURANCE AGENCY100%
Total $24K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SOUTHWESTERN PA HUMAN SERVICES, INC. TAX SHELTERED ANNUITY PLAN

403b

Assets$26.1M
Participants903
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SOUTHWESTERN PA HUMAN SERVICES, INC. PENSION PLAN

403b

Assets$22.7M
Participants888
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

SOUTHWESTERN PENNSYLVANIA HUMAN SERVICES, INC HEALTH & WELFARE PLAN

Mixed - UNITED CONCORDIA COMPANIES, INC.

Premiums$400K
Covered lives812
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

SOUTHWESTERN PENNSYLVANIA HUMAN SERVICES, INC. GROUP MEDICAL PLAN (508)

Self Funded

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SOUTHWESTERN PA HUMAN SERVICES, INC. TAX SHELTERED ANNUITY PLAN403b$26.1M9032024
001SOUTHWESTERN PA HUMAN SERVICES, INC. PENSION PLAN403b$22.7M8882024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
507SOUTHWESTERN PENNSYLVANIA HUMAN SERVICES, INC HEALTH & WELFARE PLANMixedUNITED CONCORDIA COMPANIES, INC.$400K8122025
508SOUTHWESTERN PENNSYLVANIA HUMAN SERVICES, INC. GROUP MEDICAL PLAN (508)Self Funded-$002024
Retirement plans
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