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Sponsor portfolioTH

BRANDEIS UNIVERSITY

EIN 04-2103552-higher education-Latest filing 2025
Plans
3
Retirement
2
$978.1M assets
Welfare
1
$1.4M premiums
Participants
7,114
HUMAN RESOURCES MS118, 415 SOUTH STREET - WALTHAM, MA 024549110781-736-4474brandeis.eduLinkedIn1001-5000 employeeshigher education
Plans on this EIN
3 filings
#001403b-$923.1M - 4,235 part#002403b-$55.1M - 1,248 part#522Mixed-$1.4M - 1,711 lives

Retirement portfolio analytics

2 plans aggregated / $978.1M assets / 5,483 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • AND ADMINISTRATIVE EMPLOYEES (#001)94%
  • FOR NONEXEMPT EMPLOYEES (#002)6%
Total $978.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND ADMINISTRATIVE EMPLOYEES (#001)4,235
  • FOR NONEXEMPT EMPLOYEES (#002)1,248
Total 5,483Click row to drill in

Benefits portfolio analytics

1 plan / $1.4M premiums / 1,711 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$704K
  • Long-term disability$627K
  • Life$609K
  • Vision$81K
Total $1.4M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • STANDARD INSURANCE COMPANY88%
  • VISION SERVICE PLAN6%
  • KGA5%
  • ZURICH AMERICAN INSURANCE COMPANY2%
Total $1.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • BROWN & BROWN INSURANCE SERVICES80%
  • CROWN RISK MANAGEMENT, LLC15%
  • NFP INSURANCE SERVICES INC5%
Total $47K3 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$923.1M
Participants4,235
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$55.1M
Participants1,248
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$1.4M
Covered lives1,711
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$923.1M4,2352025
002BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES403b$55.1M1,2482025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
522BRANDEIS UNIVERSITY HEALTH AND WELFARE BENEFIT PLANMixedSTANDARD INSURANCE COMPANY$1.4M1,7112025
Retirement plans
Welfare plans
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