Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$548K
- Life$134K
- Short-term disability$134K
- Long-term disability$134K
- Other$134K
- Dental$15K
- +1 more
Sponsor portfolioTH
WHITEMARSH CONTINUING CARE COMMUNITY
EIN 83-0344521civic & social organizationLatest filing 2025
Plans
3
Retirement
1
$12.7M assets
Welfare
2
$705K premiums
Participants
764
4000 FOX HOUND DRIVE - LAFAYETTE HILL, PA 19444215-402-8712LinkedIn201-500 employeescivic & social organization
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $705K premiums / 345 covered livesCarrier market share
Premium dollars by Schedule A carrier
78%top
- SUN LIFE ASSURANCE COMPANY OF CANADA78%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA19%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
- HEARTLAND1%
- UNITEDHEALTHCARE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
81%top
- TOMPKINS INSURANCE AGENCIES81%
- JAMES R NELLIGAN & ASSOCIATES LLC19%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN
403b
Assets$12.7M
Participants421
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
WHITEMARSH CONTINUING CARE RETIREMENT COMMUNITY GROUP MEDICAL PLAN
Self Funded - SUN LIFE ASSURANCE COMPANY
Premiums$548K
Covered lives143
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
WHITEMARSH CONTINUING CARE RETIREMENT COMMUNITY WELFARE PLAN
Fully Insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Premiums$158K
Covered lives202
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN | 403b | $12.7M | 421 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | WHITEMARSH CONTINUING CARE RETIREMENT COMMUNITY GROUP MEDICAL PLAN | Self Funded | SUN LIFE ASSURANCE COMPANY | $548K | 143 | 2025 | |
| 501 | WHITEMARSH CONTINUING CARE RETIREMENT COMMUNITY WELFARE PLAN | Fully Insured | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $158K | 202 | 2025 |
Retirement plans
Welfare plans