Thomas Jefferson University
Overview
Thomas Jefferson University sponsors a self-funded health plan that covered 32,763 participants in plan year 2024. The plan year starts in July. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 32,763
- Plan year
- Begins July 1 · next renewal July 2027
- Health plans filed
- Jefferson Health and Welfare Plan, plan 531 (32,763 participants)
- Stop-loss carrier
- Sun Life Assurance Company of Canada
- Broker compensation
- $5.5M across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Lincoln National Life Insurance Company | Life, Short-term disability, Long-term disability, Medical | 33,283 | $40.2M | $3.5M |
| Aetna Life Insurance Co. | Dental | 54,936 | $17.4M | — |
| Berkshire Life Insurance Company of America | Long-term disability | 2,998 | $4.3M | $1.4M |
| Sun Life Assurance Company of Canada | Stop-loss | 29,902 | $3.5M | $139K |
| Metropolitan Life Insurance Company | Vision | 50,651 | $3.3M | — |
| American Heritage Life Insurance Company | Life | 886 | $894K | $274K |
| Minnesota Life Insurance Company | Life | 279 | $297K | $11K |
| Legal Plans, USA | Legal Services | 1,674 | $266K | $66K |
| Carebridge Corporation | Employee Assistance Program | 20,322 | $247K | — |
| Firstcall Main Line Health | Employee Assistance Program | 18,198 | $199K | — |
| Zurich American Insurance Company | Business Travel Accident | 30,400 | $8K | $1K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 32,763 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2024
- Plan sponsor
- Thomas Jefferson University
- Sponsor EIN
- 23-1352651
- Plan number
- 531
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 23-1352651 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Jefferson Defined Contribution Retirement Plan
- Type
- Defined contribution plan
- Participants
- 31,847
About this data
Source: Thomas Jefferson University's Form 5500 filing for plan year 2024 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Thomas Jefferson University.