Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.0M
- Dental$182K
- Vision$182K
- Life$151K
- Long-term disability$151K
- Other$151K
Sponsor portfolioTH
ASSUMPTION UNIVERSITY
EIN 04-2105776Latest filing 2025
Plans
2
Retirement
1
$146.2M assets
Welfare
1
$4.4M premiums
Participants
1,554
500 SALISBURY STREET - WORCESTER, MA 01609508-767-7599
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.4M premiums / 403 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- HARVARD PILGRIM HEALTH CARE92%
- PRINCIPAL LIFE INSURANCE COMPANY4%
- HARTFORD LIFE AND ACCIDENT3%
Broker market share
Schedule A broker compensation
52%top
- RISK STRATEGIES COMPANY52%
- RSC INSURANCE BROKERAGE INC26%
- SELMAN & COMPANY, LLC14%
- ASSUREDPARTNERS8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ASSUMPTION UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
403b
Assets$146.2M
Participants1,202
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
ASSUMPTION UNIVERSITY EMPLOYEE BENEFITS PLAN
Fully Insured - HARVARD PILGRIM HEALTH CARE
Premiums$4.4M
Covered lives403
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ASSUMPTION UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | 403b | $146.2M | 1,202 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | ASSUMPTION UNIVERSITY EMPLOYEE BENEFITS PLAN | Fully Insured | HARVARD PILGRIM HEALTH CARE | $4.4M | 403 | 2025 |
Retirement plans
Welfare plans