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Sponsor portfolioTH

BRANDEIS UNIVERSITY

EIN 04-2103552-higher education-Latest filing 2024
Plans
3
Retirement
2
$907.2M assets
Welfare
1
$1.2M premiums
Participants
6,951
HUMAN RESOURCES MS118, 415 SOUTH STREET - WALTHAM, MA 024549110781-736-4474brandeis.eduLinkedIn1001-5000 employeeshigher education
Plans on this EIN
3 filings
#001403b-$855.0M - 4,137 part#002403b-$52.2M - 1,159 part#522Mixed-$1.2M - 1,655 lives

Retirement portfolio analytics

2 plans aggregated / $907.2M assets / 5,296 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • AND ADMINISTRATIVE EMPLOYEES (#001)94%
  • FOR NONEXEMPT EMPLOYEES (#002)6%
Total $907.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND ADMINISTRATIVE EMPLOYEES (#001)4,137
  • FOR NONEXEMPT EMPLOYEES (#002)1,159
Total 5,296Click row to drill in

Benefits portfolio analytics

1 plan / $1.2M premiums / 1,655 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$563K
  • Long-term disability$531K
  • Vision$82K
  • Other$6K
Total $1.2M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • STANDARD INSURANCE COMPANY93%
  • VISION SERVICE PLAN7%
  • ZURICH AMERICAN INSURANCE COMPANY0%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • BROWN AND BROWN OF FLORIDA, INC.92%
  • NFP INSURANCE SERVICES INC5%
  • CROWN RISK MANAGEMENT, LLC3%
Total $46K3 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

BRANDEIS UNIVERSITY DEFINED CONTRIBUTION PLAN FOR FACULTY, PROFESSIONAL, AND ADMINISTRATIVE EMPLOYEES

403b

Assets$855.0M
Participants4,137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES

403b

Assets$52.2M
Participants1,159
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#522

BRANDEIS UNIVERSITY HEALTH AND WELFARE BENEFIT PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$1.2M
Covered lives1,655
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BRANDEIS UNIVERSITY DEFINED CONTRIBUTION PLAN FOR FACULTY, PROFESSIONAL, AND ADMINISTRATIVE EMPLOYEES403b$855.0M4,1372024
002BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES403b$52.2M1,1592024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
522BRANDEIS UNIVERSITY HEALTH AND WELFARE BENEFIT PLANMixedSTANDARD INSURANCE COMPANY$1.2M1,6552024
Retirement plans
Welfare plans
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