Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
WILMINGTON SAVINGS FUND SOCIETY, FSB
EIN 51-0054940bankingLatest filing 2024
Plans
3
Retirement
2
$338.2M assets
Welfare
1
$3.7M premiums
Participants
7,254
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $338.2M assets / 4,562 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.7M premiums / 3,333 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.8M
- Life$1.7M
- Short-term disability$1.7M
- Long-term disability$1.7M
- Dental$1.4M
- Health$321K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
94%top
- METROPOLITAN LIFE INSURANCE COMPANY94%
- VISION SERVICE PLAN5%
- MEDLIFE LEGAL PLANS2%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WSFS FINANCIAL CORPORATION SECTION 401K SAVINGS & RETIREMENT PLAN
401k
Assets$260.1M
Participants3,739
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
BENEFICIAL BANK CONSOLIDATED PENSION PLAN
TraditionalDB
Assets$78.0M
Participants823
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GROUP INSURANCE PLAN FOR FULL-TIME EMPLOYEES
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$3.7M
Covered lives3,333
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WSFS FINANCIAL CORPORATION SECTION 401K SAVINGS & RETIREMENT PLAN | 401k | $260.1M | 3,739 | 2024 | |
| 004 | BENEFICIAL BANK CONSOLIDATED PENSION PLAN | TraditionalDB | $78.0M | 823 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GROUP INSURANCE PLAN FOR FULL-TIME EMPLOYEES | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $3.7M | 3,333 | 2024 |
Retirement plans
Welfare plans