PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. LEHIGH UNIVERSITY

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 24-0795445

LEHIGH UNIVERSITY

27 MEMORIAL DRIVE WEST · BETHLEHEM, PA 18015
6107583178
Plans filed
5
Years active
2015–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$3.1M
No prior year
Persons covered
3,312
No prior year
Total participants
2,817
No prior year
Plans filed
5
No prior year

Plans under this sponsor

5 plans
Plan #501$3.1M
LEHIGH UNIVERSITY HEALTH AND WELFARE PLAN
Mixed3,312 covered·5 carriers
Primary: RELIANCE STANDARD LIFE INSURANCE COMPANY
Plan #514$1.0M
GROUP LIFE INSURANCE FOR EMPLOYEES OF LEHIGH UNIVERSITY
Fully insured1,768 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #507$513K
LEHIGH UNIVERSITY LONG TERM DISABILITY PLAN
Fully insured1,757 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE CARRIER
Plan #517$6K
TRAVEL ACCIDENT INSURANCE FOR EMPLOYEES OF LEHIGH UNIVERSITY
Fully insured1,757 covered·1 carrier
Primary: NATIONAL UNION COMPANY
Plan #521$0
LEHIGH UNIVERSITY MEDICAL PREMIUM REIMBURSEMENT PLAN FOR RETIREES
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$1.9M37.7%
Long-term disability$1.9M37.7%
Dental$1.0M20.4%
Vision$166K3.3%
Other$42K0.8%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
LLTD
$1.9M60.6%111,926
UNITED CONCORDIA INSURANCE COMPANY
EIN 860307623
D
$1.0M32.7%112,802
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
V
$166K5.3%113,312
HEALTH ADVOCATE SOLUTIONS, INC.
EIN 233080019
Oth
$42K1.3%111,937
NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA
EIN 250687550
$00.0%111,926

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CORPORATE SYNERGIES GROUP LLCCAMDEN, NJRELIANCE STANDARD LIFE INSURANCE COMPANY$272K$42K$314K93.7%1
FOUNDATION RISK PARTNERS CORPLOUISVILLE, KYRELIANCE STANDARD LIFE INSURANCE COMPANY$0$21K$21K6.3%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