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  2. SACRED HEART UNIVERSITY INCORPORATED
Sponsor portfolio

SACRED HEART UNIVERSITY INCORPORATED

EIN 06-0776644-higher education-Latest filing 2024
Plans
2
Retirement
1
$307.5M assets
Welfare
1
$962K premiums
Participants
6,793
5151 PARK AVENUE - FAIRFIELD, CT 068251000203-371-7921sacredheart.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
2 filings
#002403b-$307.5M - 5,627 part#505Mixed-$962K - 1,899 lives

Benefits portfolio analytics

1 plan / $962K premiums / 1,899 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$887K
  • Life$435K
  • Health$269K
  • Long-term disability$184K
  • Vision$75K
Total $962K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY64%
  • AETNA LIFE INSURANCE COMPANY36%
Total $962K2 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • CONNER STRONG & BUCKELEW92%
  • CERIDIAN HCM INC8%
Total $130K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SACRED HEART UNIVERSITY DEFINED CONTRIBUTION PLAN

403b

Assets$307.5M
Participants5,627
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

SACRED HEART UNIVERSITY HEALTH AND WELFARE PLAN

Mixed - AETNA LIFE INSURANCE CO.

Premiums$962K
Covered lives1,899
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SACRED HEART UNIVERSITY DEFINED CONTRIBUTION PLAN403b$307.5M5,6272024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505SACRED HEART UNIVERSITY HEALTH AND WELFARE PLANMixedAETNA LIFE INSURANCE CO.$962K1,8992024
Retirement plans
Welfare plans
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