Form 5500 · Employee benefit plan · PLAINSBORO, NJ
PRINCETON HEALTHCARE SYSTEM DBA PENN MEDICINE PRINCETON HEALTH
The filing calls this plan PHCS EMPLOYEE HEALTH AND WELFARE PLAN.
PRINCETON HEALTHCARE SYSTEM DBA PENN MEDICINE PRINCETON HEALTH of PLAINSBORO, NJ spreads its employee benefits across 8 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is AON CORPORATION. Coverage is written through SECURIAN LIFE INSURANCE COMPANY and 7 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 21-0635009 · plan 510 · plan year 2024, filed Jan 28, 2026
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178 other employer plans in New Jersey have policy years ending in June. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
One contract on this filing does not say which benefits it covers, so a line above may be insured by it.
Also declared: prepaid legal, death benefits.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 11 insured contracts covering health, life and disability; the largest, with SECURIAN LIFE INSURANCE COMPANY, covers 1,657 people.
The filing declares health, life, disability and dental. Dental appears with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on the contract here that does not say what it covers.
Reported premium across the insured contracts is $1,520,560, with $110,041 in disclosed broker commissions — about 7.2% of premium.
The health contract's policy period ended in June, while at least one ancillary line's policy period ended in December. The plan is on a split renewal cycle.
AON CORPORATION is the broker of record on 1 of the 11 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | Health | 545 | Jul 1, 2024 | $163,685 | $30,647 |
| TRANSAMERICA LIFE INSURANCE COMPANY | Health, Life | 311 | Jan 1, 2024 | $191,406 | $29,113 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (FARMINGTON) | Disability | 416 | Jan 1, 2024 | $199,683 | $25,062 |
| SECURIAN LIFE INSURANCE COMPANY | Life | 1,657 | Jul 1, 2024 | $519,714 | $11,744 |
| SECURIAN LIFE INSURANCE COMPANY | Life | 2,629 | Jul 1, 2024 | $258,870 | $5,850 |
| RELIASTAR LIFE INSURANCE COMPANY (FARMINGTON) | Life | 136 | Jan 1, 2024 | $70,340 | $2,094 |
| AFLAC | Health, Disability | 41 | Jan 1, 2024 | $18,635 | $1,913 |
| ASSURITY LIFE INSURANCE COMPANY | Life | 118 | Jan 1, 2024 | $33,751 | $1,707 |
| SECURIAN LIFE INSURANCE COMPANY | Life | 757 | Jul 1, 2024 | $51,724 | $1,160 |
| AFLAC | Health, Disability | 15 | Jan 1, 2024 | $3,429 | $751 |
| COUNTRYWIDE ENTERPRISES, INC. | — | 50 | Jan 1, 2024 | $9,323 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
How this plan compares
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Renewal calendar
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