Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
PENN STATE HEALTH
EIN 47-3769205hospital & health careLatest filing 2025
Plans
3
Retirement
2
$3.46B assets
Welfare
1
$11.2M premiums
Participants
60,419
500 UNIVERSITY DRIVE, MC H162 - HERSHEY, PA 17033717-531-8521pennstatehealth.orgLinkedIn10001+ employeeshospital & health care
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $3.46B assets / 42,315 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $11.2M premiums / 22,249 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$5.8M
- Long-term disability$5.8M
- Life$5.4M
- Other$5.4M
Carrier market share
Premium dollars by Schedule A carrier
52%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA52%
- SECURIAN LIFE INSURANCE COMPANY48%
- RELIANCE STANDARD LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
62%top
- SEDGWICK CLAIMS MANAGEMENT SERVICES62%
- MERCER HEALTH AND BENEFITS, LLC38%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PENN STATE HEALTH 401(K) SAVINGS PLAN
401k
Assets$2.93B
Participants22,033
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PENN STATE HEALTH TAX SHELTERED ANNUITY PROGRAM
403b
Assets$532.5M
Participants20,282
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HEALTH AND WELFARE PLAN FOR EMPLOYEES OF PENN STATE HEALTH
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$11.2M
Covered lives22,249
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PENN STATE HEALTH 401(K) SAVINGS PLAN | 401k | $2.93B | 22,033 | 2024 | |
| 002 | PENN STATE HEALTH TAX SHELTERED ANNUITY PROGRAM | 403b | $532.5M | 20,282 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HEALTH AND WELFARE PLAN FOR EMPLOYEES OF PENN STATE HEALTH | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $11.2M | 22,249 | 2025 |
Retirement plans
Welfare plans