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Sponsor portfolioTH

UNIVERSITY OF SAINT JOSEPH

EIN 06-0646829-Latest filing 2025
Plans
2
Retirement
1
$136.4M assets
Welfare
1
$4.6M premiums
Participants
2,155
1678 ASYLUM AVE. - WEST HARTFORD, CT 06117860-231-5390
Plans on this EIN
2 filings
#001403b-$136.4M - 1,668 part#506Fully Insured-$4.6M - 543 lives

Benefits portfolio analytics

1 plan / $4.6M premiums / 543 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$4.2M
  • Health$4.2M
  • Dental$193K
  • Life$186K
  • Long-term disability$186K
  • Other$186K
Total $4.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNIMERICA INSURANCE COMPANY91%
  • AETNA LIFE INSURANCE COMPANY4%
  • HARTFORD LIFE AND ACCIDENT4%
  • HUMANA INSURANCE COMPANY1%
Total $4.6M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HILB GROUP OF NEW ENGLAND100%
Total $140K1 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

UNIVERSITY OF SAINT JOSEPH 403(B) RETIREMENT PLAN

403b

Assets$136.4M
Participants1,668
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

UNIVERSITY OF SAINT JOSEPH WELFARE PLAN

Fully Insured - CONNECTICARE, INC.

Premiums$4.6M
Covered lives543
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNIVERSITY OF SAINT JOSEPH 403(B) RETIREMENT PLAN403b$136.4M1,6682024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506UNIVERSITY OF SAINT JOSEPH WELFARE PLANFully InsuredCONNECTICARE, INC.$4.6M5432025
Retirement plans
Welfare plans
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