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Sponsor portfolio

PHILA AREA INDPDNT SCHOOL BUSINESS OFFICERS ASSC HEALTH BENEFIT TR

EIN 46-7526272-insurance-Latest filing 2025
Plans
2
Retirement
1
$426K assets
Welfare
1
$1.8M premiums
Participants
19,635
301 IVEN AVENUE - WAYNE, PA 19087484-580-8844LinkedIn1-10 employeesinsurance
Plans on this EIN
2 filings
#001401k-$426K - 4 part#501Mixed-$1.8M - 10,613 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 10,613 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.5M
  • Vision$375K
Total $1.8M2 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • HM LIFE INSURANCE COMPANY80%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA20%
Total $1.8M2 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

PHILA AREA INDPDNT SCHOOL BUSINESS OFFICERS ASSC HEALTH BENEFIT TR 401(K) PLAN

401k

Assets$426K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PHILADELPHIA AREA INDEPENDENT SCHOOL BUSINESS OFFI ASSOCIATION HEALTH BENEFIT PLAN

Mixed - HM LIFE INSURANCE COMPANY

Premiums$1.8M
Covered lives10,613
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PHILA AREA INDPDNT SCHOOL BUSINESS OFFICERS ASSC HEALTH BENEFIT TR 401(K) PLAN401k$426K42025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PHILADELPHIA AREA INDEPENDENT SCHOOL BUSINESS OFFI ASSOCIATION HEALTH BENEFIT PLANMixedHM LIFE INSURANCE COMPANY$1.8M10,6132025
Retirement plans
Welfare plans
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