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
Sponsor portfolio
THE UNIVERSITY OF CONNECTICUT FOUNDATION INC
EIN 06-6070722philanthropyLatest filing 2025
Plans
2
Retirement
1
$49.4M assets
Welfare
1
$934K premiums
Participants
597
2390 ALUMNI DRIVE - STORRS, CT 062693600860-486-5000foundation.uconn.eduLinkedIn51-200 employeesphilanthropy
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $934K premiums / 180 covered livesCarrier market share
Premium dollars by Schedule A carrier
78%top
- BERKLEY LIFE AND HEALTH INSURANCE COMPANY78%
- UNITED OF OMAHA LIFE INSURANCE COMPANY16%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
- ANTHEM LIFE INSURANCE COMPANY1%
- AETNA LIFE INSURANCE COMPANY1%
- +1 more
Broker market share
Schedule A broker compensation
100%top
- DIGITAL INSURANCE LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE UNIVERSITY OF CONNECTICUT FOUNDATION, INC. RETIREMENT ANNUITY PLAN
403b
Assets$49.4M
Participants433
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE UNIVERSITY OF CONNECTICUT FOUNDATION INC BENEFIT WELFARE PLAN
Mixed - BERKLEY LIFE AND HEALTH INSURANCE
Premiums$934K
Covered lives180
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE UNIVERSITY OF CONNECTICUT FOUNDATION, INC. RETIREMENT ANNUITY PLAN | 403b | $49.4M | 433 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE UNIVERSITY OF CONNECTICUT FOUNDATION INC BENEFIT WELFARE PLAN | Mixed | BERKLEY LIFE AND HEALTH INSURANCE | $934K | 180 | 2025 |
Retirement plans
Welfare plans