PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. PENN STATE HEALTH
Sponsor portfolioTH

PENN STATE HEALTH

EIN 47-3769205-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$3.98B assets
Welfare
1
$11.2M premiums
Participants
61,373
P.O. BOX 804 - HERSHEY, PA 170330804717-531-6222pennstatehealth.orgLinkedIn10001+ employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$3.37B - 22,299 part#002403b-$607.7M - 20,970 part#501Mixed-$11.2M - 22,249 lives

Retirement portfolio analytics

2 plans aggregated / $3.98B assets / 43,269 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • HEALTH 401(K) Savings (#001)85%
  • SHELTERED ANNUITY PROGRAM (#002)15%
Total $3.98BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HEALTH 401(K) Savings (#001)22,299
  • SHELTERED ANNUITY PROGRAM (#002)20,970
Total 43,269Click row to drill in

Benefits portfolio analytics

1 plan / $11.2M premiums / 22,249 covered lives

Coverage 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
Total $11.2M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA52%
  • SECURIAN LIFE INSURANCE COMPANY48%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY0%
Total $11.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
62%top
  • SEDGWICK CLAIMS MANAGEMENT SERVICES62%
  • MERCER HEALTH AND BENEFITS, LLC38%
Total $1.4M2 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

PENN STATE HEALTH 401(K) SAVINGS PLAN

401k

Assets$3.37B
Participants22,299
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$607.7M
Participants20,970
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 #NameTypeAssetsParticipantsLatest year
001PENN STATE HEALTH 401(K) SAVINGS PLAN401k$3.37B22,2992025
002PENN STATE HEALTH TAX SHELTERED ANNUITY PROGRAM403b$607.7M20,9702025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEALTH AND WELFARE PLAN FOR EMPLOYEES OF PENN STATE HEALTHMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$11.2M22,2492025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, 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
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica