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  2. TRUSTEES OF BOSTON UNIVERSITY
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TRUSTEES OF BOSTON UNIVERSITY

EIN 04-2103547-hospital & health care-Latest filing 2025
Plans
13
Retirement
2
$4.71B assets
Welfare
11
$6.5M premiums
Participants
108,714
25 BUICK ST - BOSTON, MA 022151301617-353-4489LinkedIn1-10 employeeshospital & health care
Plans on this EIN
13 filings
#002403b-$2.98B - 16,732 part#005403b-$1.74B - 23,049 part#504Fully Insured-$3.5M - 9,938 lives#511Mixed-$1.6M - 593 lives#508Fully Insured-$1.2M - 885 lives#506Fully Insured-$116K - 4,120 lives#502Self Funded-0 lives#505Fully Insured-11,484 lives#507Self Funded-0 lives#509Unknown-0 lives#702Self Funded-0 lives#703Self Funded-0 lives#704Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $4.71B assets / 39,781 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • UNIVERSITY RETIREMENT PLAN (#002)63%
  • RETIREMENT AND Savings (#005)37%
Total $4.71BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT AND Savings (#005)23,049
  • UNIVERSITY RETIREMENT PLAN (#002)16,732
Total 39,781Click row to drill in

Benefits portfolio analytics

11 plans / $6.5M premiums / 27,020 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$3.5M
  • Other$1.6M
  • Long-term disability$1.2M
Total $6.4M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • THE STANDARD75%
  • TRUSTMARK INSURANCE COMPANY25%
  • HARTFORD LIFE AND ACCIDENT0%
Total $6.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • NFP INSURANCE SERVICES INC90%
  • GRIFFIN MICHAEL10%
  • AON CONSULTING INC0%
Total $1.9M3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BOSTON UNIVERSITY RETIREMENT PLAN

403b

Assets$2.98B
Participants16,732
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN

403b

Assets$1.74B
Participants23,049
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

GROUP LIFE INSURANCE PLAN

Fully Insured - STANDARD LIFE INSURANCE COMPANY

Premiums$3.5M
Covered lives9,938
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

LONG TERM CARE

Mixed - TRUSTMARK INSURANCE COMPANY

Premiums$1.6M
Covered lives593
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

INDIVIDUAL DISABILITY INSURANCE PLAN

Fully Insured - STANDARD LIFE INSURANCE COMPANY

Premiums$1.2M
Covered lives885
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

VOLUNTARY ACCIDENT PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$116K
Covered lives4,120
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

BOSTON UNIVERSITY HEALTH PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

TRAVEL ACCIDENT PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$0
Covered lives11,484
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

LONG TERM DISABILITY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

SUPPLEMENTAL DEATH BENEFIT

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#702

BOSTON UNIVERSITY FLEXIBLE BENEFITS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#703

BOSTON UNIVERSITY DENTAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#704

BOSTON UNIVERSITY SEVERANCE PAY PLAN

Self Funded

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BOSTON UNIVERSITY RETIREMENT PLAN403b$2.98B16,7322024
005BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN403b$1.74B23,0492024

Welfare plans11

Plan #NameFundingCarrierPremiumsCoveredLatest year
504GROUP LIFE INSURANCE PLANFully InsuredSTANDARD LIFE INSURANCE COMPANY$3.5M9,9382025
511LONG TERM CAREMixedTRUSTMARK INSURANCE COMPANY$1.6M5932025
508INDIVIDUAL DISABILITY INSURANCE PLANFully InsuredSTANDARD LIFE INSURANCE COMPANY$1.2M8852025
506VOLUNTARY ACCIDENT PLANFully InsuredHARTFORD LIFE AND ACCIDENT$116K4,1202024
502BOSTON UNIVERSITY HEALTH PLANSelf Funded-$002024
505TRAVEL ACCIDENT PLANFully InsuredHARTFORD LIFE AND ACCIDENT$011,4842025
507LONG TERM DISABILITY PLANSelf Funded-$002024
509SUPPLEMENTAL DEATH BENEFITUnknown-$002025
702BOSTON UNIVERSITY FLEXIBLE BENEFITS PLANSelf Funded-$002025
703BOSTON UNIVERSITY DENTAL PLANSelf Funded-$002024
704BOSTON UNIVERSITY SEVERANCE PAY PLANSelf Funded-$002024
Retirement plans
Welfare plans
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