Form 5500 · Employee benefit plan · PHILADELPHIA, PA
THOMAS JEFFERSON UNIVERSITY
THOMAS JEFFERSON UNIVERSITY of PHILADELPHIA, PA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is GALLAGHER BENEFIT SERVICES, INC.. Coverage is written through BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA and 15 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-1352651 · plan 531 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA | Disability | 2,998 | June | $1,423,949 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Health | 5,681 | June | $399,278 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | Life | 886 | June | $273,533 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 22,826 | June | $265,409 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Health | 3,398 | June | $209,450 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 33,283 | June | $206,870 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Health | 4,768 | June | $205,789 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 30,464 | June | $189,189 |
| LEGAL PLANS, USA | — | 1,674 | June | $66,445 |
| MINNESOTA LIFE INSURANCE COMPANY | Life | 279 | June | $11,416 |
| ZURICH AMERICAN INSURANCE COMPANY | — | 30,400 | June | $1,224 |
| CAREBRIDGE CORPORATION | — | 20,322 | June | $0 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Stop-loss | 29,902 | June | $0 |
| AETNA LIFE INSURANCE CO. | Dental | 54,936 | June | $0 |
| FIRSTCALL MAIN LINE HEALTH | — | 18,198 | June | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | Vision | 50,651 | June | $0 |
Questions
Who is THOMAS JEFFERSON UNIVERSITY's benefits broker?
Per its most recent Form 5500 Schedule A, THOMAS JEFFERSON UNIVERSITY's broker of record is GALLAGHER BENEFIT SERVICES, INC..
What insurance carrier does THOMAS JEFFERSON UNIVERSITY use?
THOMAS JEFFERSON UNIVERSITY's benefit plan is written through BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA, among 16 disclosed carriers.
When does THOMAS JEFFERSON UNIVERSITY's group plan renew?
The most recent Schedule A policy period for THOMAS JEFFERSON UNIVERSITY ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from THOMAS JEFFERSON UNIVERSITY's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.