Univest Financial Corporation
Overview
Univest Financial Corporation sponsors a self-funded health plan that covered 1,021 participants in plan year 2025, down 19% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, long-term disability.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 1,021 · prior year 1,259
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Univest Financial Corporation Group Life and Health Plan, plan 501 (1,021 participants)
- Stop-loss carrier
- Unimerica Insurance Company; The North River Insurance Company
- Broker compensation
- $165K 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 |
|---|---|---|---|---|
| United of Omaha Life Insurance Company | Long-term disability, Life, Voluntary Critical Illness, Voluntary Accident Only | 1,021 | $634K | $138K |
| Delta Dental of Pennsylvania | Dental | 713 | $540K | $11K |
| The North River Insurance Company | Stop-loss | 733 | $514K | — |
| Fidelity Security Life Insurance Company | Vision | 616 | $91K | $15K |
| Unum Life Insurance Company of America | Voluntary Products, Long Term Care | 50 | $12K | $1K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 1,021 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 2025
- Plan sponsor
- Univest Financial Corporation
- Sponsor EIN
- 23-1886144
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 23-1886144 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Univest Financial Corporation Deferred Salary Savings Plan
- Type
- 401(k) plan
- Participants
- 1,145
About this data
Source: Univest Financial Corporation's Form 5500 filing for plan year 2025 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 Univest Financial Corporation.