Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$540K
- Dental$187K
- Other$111K
- Life$60K
- Vision$47K
- Long-term disability$30K
- +1 more
Sponsor portfolio
AVE MARIA UNIVERSITY
EIN 03-0482006consumer servicesLatest filing 2025
Plans
2
Retirement
1
$11.8M assets
Welfare
1
$942K premiums
Participants
452
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $942K premiums / 592 covered livesCarrier market share
Premium dollars by Schedule A carrier
57%top
- SUN LIFE ASSURANCE COMPANY OF CANADA57%
- PRINCIPAL LIFE INSURANCE COMPANY20%
- UNITED OF OMAHA LIFE INSURANCE COMPANY10%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY8%
- VISION SERVICE PLAN5%
Broker market share
Schedule A broker compensation
82%top
- BROWN & BROWN INSURANCE SERVICES82%
- STRATEGIC NON-MEDICAL SOLUTIONS LLC9%
- UNITED OF OMAHA LIFE INSURANCE CO4%
- UMR, INC.2%
- ENROLLEASE2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AVE MARIA 403(B) RETIREMENT PLAN
403b
Assets$11.8M
Participants192
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
AVE MARIA UNIVERSITY EMPLOYEE WELFARE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$942K
Covered lives592
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AVE MARIA 403(B) RETIREMENT PLAN | 403b | $11.8M | 192 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | AVE MARIA UNIVERSITY EMPLOYEE WELFARE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $942K | 592 | 2025 |
Retirement plans
Welfare plans