PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. LINCOLN UNIVERSITY OF THE COMMONWEALTH SYSTEM OF HIGHER EDUCATION

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 23-1352655

LINCOLN UNIVERSITY OF THE COMMONWEALTH SYSTEM OF HIGHER EDUCATION

1570 BALTIMORE PIKE · LINCOLN UNIVERSITY, PA 19352
4843657595
Plans filed
1
Years active
2015–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$3.9M
No prior year
Persons covered
485
No prior year
Total participants
427
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$3.9M
LINCOLN UNIVERSITY HEALTH AND WELFARE PLAN
Fully insured485 covered·9 carriers
Primary: INDEPENDENCE BLUE CROSS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.3M40.3%
Prescription drug$3.3M40.3%
Life$365K4.5%
Other$350K4.3%
Short-term disability$326K4.0%
Long-term disability$326K4.0%
Dental$182K2.2%
Vision$31K0.4%

Carrier overview

7 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 813078234
HRx
$3.2M81.9%11426
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$326K8.4%11427
DELTA DENTAL OF CALIFORNIA
EIN 231667011
D
$182K4.7%11485
KEYSTONE HEALTH PLAN EAST
EIN 232405376
HRx
$101K2.6%1117
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 620331200
LOth
$58K1.5%1352
VISION SERVICE PLAN
EIN 061227840
V
$31K0.8%11262
HEALTH ADVOCATE SOLUTIONS, INC.
EIN 233080019
Oth
$4K0.1%11342

Broker overview

6 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.ARLINGTON HEIGHTS, ILUNUM LIFE INSURANCE COMPANY OF AMERICA, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE GROUP, FIRST UNUM LIFE INSURANCE COMPANY$318$29K$29K97.3%1
JAMES H. VAN EPPSROSWELL, GAPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, FIRST UNUM LIFE INSURANCE COMPANY$385$0$3851.3%1
CHARLES D. BLOCKWILMINGTON, NCPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, FIRST UNUM LIFE INSURANCE COMPANY$385$0$3851.3%1
CUSTOM BENEFIT PROGRAMS INCHAMMONTON, NJPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$24$0$240.1%1
ARCHER FINANCIAL INCORPORATEDPHILADELPHIA, PAUNUM LIFE INSURANCE COMPANY OF AMERICA$8$0$80.0%1
ALLIANT INSURANCE SERVICES, INC.SAN DIEGO, CAPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$8$0$80.0%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, 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
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica