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Sponsor portfolioWelfare / HealthEIN 23-1352685
TRUSTEES OF THE UNIVERSITY OF PA
3451 WALNUT STREET · PHILADELPHIA, PA 191046205
2158989947
- Plans filed
- 10
- Years active
- 2015–2025
- Industry
- NAICS 61
- Latest filing
- 2025
Total premiums (latest)
$237.1M
No prior year
Persons covered
102,887
No prior year
Total participants
102,901
No prior year
Plans filed
10
No prior year
Plans under this sponsor
10 plans
Plan #522$221.2M
UPHS FLEX PLAN
Mixed65,442 covered·9 carriers
Primary: INDEPENDENCE BLUE CROSS
Plan #503$16.0M
UNIVERSITY OF PA HEALTH & WELFARE PROGRAM
Mixed37,445 covered·8 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #530$3.7M
UNIV OF PA HEALTH & WELFARE PLAN FOR RET & DIS EMP
Fully insured4,266 covered·3 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #527$1.5M
UPHS RETIREE HEALTH PLAN
Fully insured0 covered·1 carrier
Primary: INDEPENDENCE BLUE CROSS
Plan #502$1.4M
UNIVERSITY OF PENNSYLVANIA POSTDOCTORAL INSURANCE PLAN FOR NRSA FELLOWS
Fully insured148 covered·2 carriers
Primary: AETNA LIFE INSURANCE COMPANY
Plan #505$0
FACULTY & STAFF SCHOLARSHIP PROGRAM OF THE UNIVERSITY OF PENNSYLVANIA
Unknown0 covered·0 carriers
Plan #528$0
UNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLAN
Self-funded0 covered·0 carriers
Plan #529$0
FACULTY INCOME ALLOWANCE PLAN OF THE UNIVERSITY OF PENNSYLVANIA
Self-funded0 covered·0 carriers
Plan #525$0
PAY CONTINUATION PLAN FOR THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA
Self-funded0 covered·0 carriers
Plan #531$0
UNIVERSITY OF PENNSYLVANIA VOLUNTARY SEPARATION PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $202.5M | 81.9% | |
| Life | $19.6M | 7.9% | |
| Other | $14.8M | 6.0% | |
| Vision | $6.6M | 2.7% | |
| Dental | $2.4M | 1.0% | |
| Long-term disability | $1.4M | 0.6% |
Carrier overview
15 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 232184623 | H | $202.4M | 85.3% | 1 | 1 | 27,195 |
EIN 411412339 | LOth | $10.4M | 4.4% | 1 | 2 | 45,569 |
EIN 135581829 | LOth | $10.2M | 4.3% | 1 | 1 | 37,445 |
EIN 061227840 | V | $6.0M | 2.5% | 2 | 2 | 39,395 |
EIN 231352685 | D | $2.4M | 1.0% | 1 | 1 | 29,623 |
EIN 010233346 | Oth | $2.4M | 1.0% | 2 | 2 | 939 |
EIN 930242990 | LTD | $1.3M | 0.6% | 1 | 1 | 1,258 |
EIN 916027719 | Oth | $1.2M | 0.5% | 1 | 2 | 523 |
EIN 232184623 | V | $615K | 0.3% | 1 | 1 | 12,920 |
EIN 591031071 | H | $120K | 0.1% | 1 | 1 | 3 |
EIN 135123390 | LTD | $94K | 0.0% | 1 | 1 | 1,677 |
EIN 990040115 | H | $9K | 0.0% | 1 | 1 | 1 |
EIN 474999303 | $0 | 0.0% | 1 | 1 | 27,195 | |
EIN 231667001 | $0 | 0.0% | 1 | 1 | 65,442 | |
EIN 232910565 | $0 | 0.0% | 1 | 1 | 53,803 |
Broker overview
11 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MERCER HEALTH AND BENEFITS, LLC | CHICAGO, IL | SECURIAN LIFE INSURANCE COMPANY | $938K | $233K | $1.2M | 56.1% | 1 |
| RSC INSURANCE BROKERAGE INC | CHICAGO, IL | GENWORTH LIFE INSURANCE COMPANY, STANDARD INSURANCE CO., JOHN HANCOCK LIFE INSURANCE CO. | $213K | $0 | $213K | 10.2% | 1 |
| WILLIS TOWERS WATSON US LLC | NEW YORK, NY | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $198K | $198K | 9.5% | 1 |
| THE BAKER BENEFIT GROUP | RIDGEFIELD, CT | STANDARD INSURANCE CO., JOHN HANCOCK LIFE INSURANCE CO. | $184K | $0 | $184K | 8.8% | 1 |
| MARK BAKER | RIDGEFIELD, CT | STANDARD INSURANCE CO. | $147K | $0 | $147K | 7.0% | 1 |
| BAKER BENEFITS GROUP | RIDGEFIELD, CT | JOHN HANCOCK | $127K | $0 | $127K | 6.1% | 1 |
| JOHN V NAJARIAN | BONITA SPRINGS, FL | STANDARD INSURANCE CO. | $33K | $0 | $33K | 1.6% | 1 |
| ANNE GOODMAN MITCHELL | FREEPORT, ME | STANDARD INSURANCE CO. | $7K | $0 | $7K | 0.3% | 1 |
| INSMED INS AGENCY INC | HARRISON, NY | GUARDIAN LIFE INSURANCE COMPANY | $7K | $0 | $7K | 0.3% | 1 |
| INTERNATIONAL PLANNING ALLIANCE | SOUTH PLAINFIELD, NJ | GUARDIAN LIFE INSURANCE COMPANY | $131 | $0 | $131 | 0.0% | 1 |
| GENERAL AGENT CENTER INC | SCARBOROUGH, ME | STANDARD INSURANCE CO. | $60 | $0 | $60 | 0.0% | 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