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  2. The University of Connecticut Foundation Incorporated
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Filings through Oct 24, 2026.

The University of Connecticut Foundation Incorporated

EIN 06-6070722-philanthropy-Latest filing 2025
Plans
2
Retirement
1
$56.9M assets
Health & Benefits
1
$934K premiums
Participants
612
2390 ALUMNI DR. UNIT 3206 - STORRS, CT 062693206860-933-2173foundation.uconn.eduLinkedIn51-200 employeesphilanthropy
Plans on this EIN
2 filings
#001403(b)-$56.9M - 448 part#501Mixed-$934K - 180 lives

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

Benefits portfolio analytics

1 plan / $934K premiums / 180 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$741K
  • Long-term disability$182K
  • Short-term disability$150K
  • Other$150K
  • Vision$10K
  • Life$1K
Total $934K6 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

THE UNIVERSITY OF CONNECTICUT FOUNDATION, INC. RETIREMENT ANNUITY PLAN

403(b)

Assets$56.9M
Participants448
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

THE UNIVERSITY OF CONNECTICUT FOUNDATION INC BENEFIT WELFARE PLAN

Mixed - BERKLEY LIFE AND HEALTH INSURANCE

Premiums$934K
Covered lives180
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001THE UNIVERSITY OF CONNECTICUT FOUNDATION, INC. RETIREMENT ANNUITY PLAN403(b)$56.9M4482025
  • THE UNIVERSITY OF CONNECTICUT FOUNDATION, INC. RETIREMENT ANNUITY PLAN$56.9M
    #001 · 403(b) · 2025448

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501THE UNIVERSITY OF CONNECTICUT FOUNDATION INC BENEFIT WELFARE PLANMixedBERKLEY LIFE AND HEALTH INSURANCE$934K1802025
  • THE UNIVERSITY OF CONNECTICUT FOUNDATION INC BENEFIT WELFARE PLAN$934K
    #501 · Mixed · BERKLEY LIFE AND HEALTH INSURANCE · 2025180
Retirement plans
Health & Benefits plans

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