Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$163K
- Dental$163K
- Vision$163K
- Prescription drug$163K
- Long-term disability$114K
- Life$18K
- +1 more
Sponsor portfolioTH
UNIVERSITY OF MT. ST. VINCENT
EIN 13-1740445higher educationLatest filing 2025
Plans
2
Retirement
1
$58.8M assets
Welfare
1
$304K premiums
Participants
1,176
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $304K premiums / 567 covered livesCarrier market share
Premium dollars by Schedule A carrier
54%top
- AETNA LIFE INSURANCE COMPANY54%
- RELIANCE STANDARD LIFE INSURANCE COMPANY38%
- SUN LIFE ASSURANCE COMPANY OF CANADA6%
- NEW DIRECTIONS BEHAVIORAL HEALTH3%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES 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
UNIVERSITY OF MOUNT SAINT VINCENT DEFINED CONTRIBUTION PLAN
403b
Assets$58.8M
Participants609
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
UNIVERSITY OF MOUNT SAINT VINCENT EMPLOYEE BENEFITS PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$304K
Covered lives567
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UNIVERSITY OF MOUNT SAINT VINCENT DEFINED CONTRIBUTION PLAN | 403b | $58.8M | 609 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | UNIVERSITY OF MOUNT SAINT VINCENT EMPLOYEE BENEFITS PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $304K | 567 | 2025 |
Retirement plans
Welfare plans