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Sponsor portfolioTH

BENTLEY UNIVERSITY

EIN 04-1081650-higher education-Latest filing 2024
Plans
3
Retirement
1
$500.5M assets
Welfare
2
$1.6M premiums
Participants
4,211
175 FOREST STREET - WALTHAM, MA 024524713781-891-2955bentley.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
3 filings
#001403b-$500.5M - 2,814 part#514Mixed-$1.6M - 1,328 lives#516Self Funded-0 lives

Benefits portfolio analytics

2 plans / $1.6M premiums / 1,328 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$862K
  • Prescription drug$862K
  • Other$664K
  • Life$570K
  • Long-term disability$570K
  • Vision$71K
Total $1.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
36%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY36%
  • HARVARD PILGRIM HEALTH CARE23%
  • TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC.16%
  • BLUE CROSS OF CALIFORNIA15%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • +1 more
Total $1.6M6 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • BROWN AND BROWN OF FLORIDA, INC.92%
  • ENROLLEASE6%
  • HP PLANNING LLC1%
Total $120K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BENTLEY UNIVERSITY RETIREMENT PLAN

403b

Assets$500.5M
Participants2,814
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#514

BENTLEY UNIVERSITY FLEXIBLE HEALTHCARE BENEFIT PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.6M
Covered lives1,328
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#516

BENTLEY UNIVERSITY FLEXIBLE SAVINGS ACCOUNT

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BENTLEY UNIVERSITY RETIREMENT PLAN403b$500.5M2,8142024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
514BENTLEY UNIVERSITY FLEXIBLE HEALTHCARE BENEFIT PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$1.6M1,3282024
516BENTLEY UNIVERSITY FLEXIBLE SAVINGS ACCOUNTSelf Funded-$002024
Retirement plans
Welfare plans
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