PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MERIDIAN BANK
Sponsor portfolioTH

MERIDIAN BANK

EIN 32-0116054-banking-Latest filing 2025
Plans
2
Retirement
1
$48.0M assets
Welfare
1
$4.0M premiums
Participants
633
9 OLD LINCOLN HIGHWAY - MALVERN, PA 19355484-568-5003meridianbanker.comLinkedIn201-500 employeesbanking
Plans on this EIN
2 filings
#001401k-$48.0M - 392 part#501Fully Insured-$4.0M - 531 lives

Benefits portfolio analytics

1 plan / $4.0M premiums / 531 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.6M
  • Other$484K
  • Vision$244K
  • Prescription drug$244K
  • Life$210K
  • Dental$189K
  • +2 more
Total $4.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • AETNA LIFE INSURANCE COMPANY5%
Total $4.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • CONNER STRONG & BUCKELEW92%
  • AVANT SPECIALTY BENEFITS LLC8%
Total $162K2 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

MERIDIAN BANK 401(K) PROFIT SHARING PLAN

401k

Assets$48.0M
Participants392
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MERIDIAN BANK EMPLOYEE BENEFIT PLAN

Fully Insured - INDEPENDENCE BLUE CROSS

Premiums$4.0M
Covered lives531
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MERIDIAN BANK 401(K) PROFIT SHARING PLAN401k$48.0M3922024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MERIDIAN BANK EMPLOYEE BENEFIT PLANFully InsuredINDEPENDENCE BLUE CROSS$4.0M5312025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica