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  2. ASSOCIATED UNIVERSITIES, INC.
Sponsor portfolioTH

ASSOCIATED UNIVERSITIES, INC.

EIN 11-1630900-non-profit organization management-Latest filing 2025
Plans
4
Retirement
2
$373.2M assets
Welfare
2
$617K premiums
Participants
3,395
2650 PARK TOWER DRIVE - VIENNA, VA 22180202-462-1676aui.eduLinkedIn501-1000 employeesnon-profit organization management
Plans on this EIN
4 filings
#001ProfitSharing-$204.8M - 1,355 part#002403b-$168.5M - 1,137 part#502Mixed-$617K - 2,038 lives#503Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $373.2M assets / 2,492 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • INC. RETIREMENT PLAN (#001)55%
  • AUI/NRAO TDA PLAN (#002)45%
Total $373.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#001)1,355
  • AUI/NRAO TDA PLAN (#002)1,137
Total 2,492Click row to drill in

Benefits portfolio analytics

2 plans / $617K premiums / 2,038 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$345K
  • Life$337K
  • Long-term disability$224K
  • Vision$82K
Total $617K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY80%
  • ANTHEM LIFE INSURANCE COMPANY13%
  • DELAWARE AMERICAN LIFE INSURANCE COMPANY5%
  • ACE AMERICAN INSURANCE COMPANY1%
Total $617K4 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • MERCER HEALTH AND BENEFITS, LLC88%
  • LOCKTON COMPANIES, LLC12%
Total $15K2 slices

Plan deep-dives

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

ASSOCIATED UNIVERSITIES INC. RETIREMENT PLAN

ProfitSharing

Assets$204.8M
Participants1,355
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

AUI SUPPLEMENTAL RETIREMENT ANNUITY PLAN - AUI/NRAO TDA PLAN

403b

Assets$168.5M
Participants1,137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

AUI EMPLOYEE WELFARE BENEFIT PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$617K
Covered lives2,038
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

ASSOCIATED UNIVERSITIES INC. RETIREE MEDICAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ASSOCIATED UNIVERSITIES INC. RETIREMENT PLANProfitSharing$204.8M1,3552024
002AUI SUPPLEMENTAL RETIREMENT ANNUITY PLAN - AUI/NRAO TDA PLAN403b$168.5M1,1372024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502AUI EMPLOYEE WELFARE BENEFIT PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$617K2,0382025
503ASSOCIATED UNIVERSITIES INC. RETIREE MEDICAL PLANSelf Funded-$002024
Retirement plans
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