PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MCPHS UNIVERSITY
Sponsor portfolioTH

MCPHS UNIVERSITY

EIN 04-2104700-higher education-Latest filing 2025
Plans
3
Retirement
2
$301.6M assets
Welfare
1
$810K premiums
Participants
4,041
179 LONGWOOD AVENUE - BOSTON, MA 02115617-732-2800mcphs.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
3 filings
#003403b-$151.3M - 2,232 part#001MoneyPurchase-$150.2M - 1,113 part#504Mixed-$810K - 696 lives

Retirement portfolio analytics

2 plans aggregated / $301.6M assets / 3,345 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • DEFERRED ANNUITY PLAN (#003)50%
  • MCPHS UNIVERSITY PENSION (#001)50%
Total $301.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFERRED ANNUITY PLAN (#003)2,232
  • MCPHS UNIVERSITY PENSION (#001)1,113
Total 3,345Click row to drill in

Benefits portfolio analytics

1 plan / $810K premiums / 696 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$723K
  • Life$708K
  • Short-term disability$708K
  • Long-term disability$708K
  • Vision$86K
Total $810K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY87%
  • VISION SERVICE PLAN11%
  • ALLONE HEALTH2%
Total $810K3 slices

Broker market share

Schedule A broker compensation

Split broker
35%top
  • BROWN & BROWN INSURANCE SERVICES35%
  • RSC INSURANCE BROKERAGE INC34%
  • ASSUREDPARTNERS31%
Total $157K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

MCPHS UNIVERSITY TAX DEFERRED ANNUITY PLAN

403b

Assets$151.3M
Participants2,232
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MCPHS UNIVERSITY PENSION PLAN

MoneyPurchase

Assets$150.2M
Participants1,113
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

MCPHS UNIVERSITY EMPLOYEE BENEFITS PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$810K
Covered lives696
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003MCPHS UNIVERSITY TAX DEFERRED ANNUITY PLAN403b$151.3M2,2322025
001MCPHS UNIVERSITY PENSION PLANMoneyPurchase$150.2M1,1132025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504MCPHS UNIVERSITY EMPLOYEE BENEFITS PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$810K6962025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica