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Sponsor portfolioTH

MCPHS UNIVERSITY

EIN 04-2104700-higher education-Latest filing 2025
Plans
3
Retirement
2
$274.5M assets
Welfare
1
$810K premiums
Participants
3,921
179 LONGWOOD AVENUE - BOSTON, MA 02115617-732-2800mcphs.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
3 filings
#001MoneyPurchase-$150.2M - 1,113 part#003403b-$124.2M - 2,112 part#504Mixed-$810K - 696 lives

Retirement portfolio analytics

2 plans aggregated / $274.5M assets / 3,225 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • MCPHS UNIVERSITY PENSION (#001)55%
  • DEFERRED ANNUITY PLAN (#003)45%
Total $274.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFERRED ANNUITY PLAN (#003)2,112
  • MCPHS UNIVERSITY PENSION (#001)1,113
Total 3,225Click 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#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
Retirement#003

MCPHS UNIVERSITY TAX DEFERRED ANNUITY PLAN

403b

Assets$124.2M
Participants2,112
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
001MCPHS UNIVERSITY PENSION PLANMoneyPurchase$150.2M1,1132025
003MCPHS UNIVERSITY TAX DEFERRED ANNUITY PLAN403b$124.2M2,1122024

Welfare plans1

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