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Filings through Oct 24, 2026.

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Assumption University

EIN 04-2105776-Educational Services-Latest filing 2025
Plans
2
Retirement
1
$154.3M assets
Health & Benefits
1
$4.4M premiums
Participants
1,573
500 SALISBURY STREET - WORCESTER, MA 01609508-767-7318
Plans on this EIN
2 filings
#001403(b)-$154.3M - 1,221 part#502Fully insured-$4.4M - 403 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $4.4M premiums / 403 covered lives

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
Total $4.4M6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

ASSUMPTION UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

403(b)

Assets$154.3M
Participants1,221
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

ASSUMPTION UNIVERSITY EMPLOYEE BENEFITS PLAN

Fully insured - HARVARD PILGRIM HEALTH CARE

Premiums$4.4M
Covered lives403
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ASSUMPTION UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN403(b)$154.3M1,2212025
  • ASSUMPTION UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN$154.3M
    #001 · 403(b) · 20251,221

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502ASSUMPTION UNIVERSITY EMPLOYEE BENEFITS PLANFully insuredHARVARD PILGRIM HEALTH CARE$4.4M4032025
  • ASSUMPTION UNIVERSITY EMPLOYEE BENEFITS PLAN$4.4M
    #502 · Fully insured · HARVARD PILGRIM HEALTH CARE · 2025403
Retirement plans
Health & Benefits plans

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