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Sponsor portfolioTH

QUINNIPIAC UNIVERSITY

EIN 06-0646701-higher education-Latest filing 2024
Plans
3
Retirement
2
$575.2M assets
Welfare
1
$894K premiums
Participants
5,244
275 MOUNT CARMEL AVENUE - HAMDEN, CT 065181905203-582-8900qu.eduLinkedIn1001-5000 employeeshigher education
Plans on this EIN
3 filings
#001403b-$335.0M - 2,337 part#002403b-$240.3M - 1,617 part#501Mixed-$894K - 1,874 lives

Retirement portfolio analytics

2 plans aggregated / $575.2M assets / 3,954 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • CONTRIBUTION RETIREMENT PLAN (#001)58%
  • DEFERRED ANNUITY PLAN (#002)42%
Total $575.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • TIAA100%
Total $575.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTION RETIREMENT PLAN (#001)2,337
  • DEFERRED ANNUITY PLAN (#002)1,617
Total 3,954Click row to drill in

Benefits portfolio analytics

1 plan / $894K premiums / 1,874 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$769K
  • Life$617K
  • Long-term disability$617K
  • Vision$126K
Total $894K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA69%
  • RELIASTAR LIFE INSURANCE COMPANY17%
  • VISION SERVICE PLAN8%
  • EYEMED VISION CARE6%
Total $894K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • EDGEWOOD PARTNERS INSURANCE CENTER100%
Total $65K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

QUINNIPIAC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$335.0M
Participants2,337
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

QUINNIPIAC UNIVERSITY TAX DEFERRED ANNUITY PLAN

403b

Assets$240.3M
Participants1,617
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

QUINNIPIAC UNIVERSITY EMPLOYEE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$894K
Covered lives1,874
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001QUINNIPIAC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN403b$335.0M2,3372024
002QUINNIPIAC UNIVERSITY TAX DEFERRED ANNUITY PLAN403b$240.3M1,6172024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501QUINNIPIAC UNIVERSITY EMPLOYEE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$894K1,8742024
Retirement plans
Welfare plans
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