Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
2 plans aggregated / $50.8M assets / 1,608 participants
Share of aggregate retirement assets
Active + retired + deferred vested
2 plans / $400K premiums / 812 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
403(b)
403(b)
Mixed - UNITED CONCORDIA COMPANIES, INC.
Self-funded
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SOUTHWESTERN PA HUMAN SERVICES, INC. TAX SHELTERED ANNUITY PLAN | 403(b) | $27.3M | 793 | 2025 |
| #001 | SOUTHWESTERN PA HUMAN SERVICES, INC. PENSION PLAN | 403(b) | $23.5M | 815 | 2025 |
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #507 | SOUTHWESTERN PENNSYLVANIA HUMAN SERVICES, INC HEALTH & WELFARE PLAN | Mixed | UNITED CONCORDIA COMPANIES, INC. | $400K | 812 | 2025 |
| #508 | SOUTHWESTERN PENNSYLVANIA HUMAN SERVICES, INC. GROUP MEDICAL PLAN (508) | Self-funded | - | $0 | 0 | 2024 |