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  1. Companies/
  2. MONROE UNIVERSITY LTD.
Sponsor portfolioTH

MONROE UNIVERSITY LTD.

EIN 13-2501225-Latest filing 2025
Plans
2
Retirement
1
$100.8M assets
Welfare
1
$6.2M premiums
Participants
1,609
145 HUGUENOT ST., SUITE 109 - NEW ROCHELLE, NY 10801914-740-6544
Plans on this EIN
2 filings
#002401k-$100.8M - 1,100 part#501Mixed-$6.2M - 509 lives

Benefits portfolio analytics

1 plan / $6.2M premiums / 509 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.2M
  • Dental$6.2M
Total $6.2M2 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • AETNA LIFE INSURANCE COMPANY100%
  • HARTFORD LIFE AND ACCIDENT0%
Total $6.2M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $195K1 slice

Plan deep-dives

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

MONROE UNIVERSITY, LTD RETIREMENT SAVINGS PLAN

401k

Assets$100.8M
Participants1,100
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MONROE UNIVERSITY WELFARE BENEFIT PLAN

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$6.2M
Covered lives509
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MONROE UNIVERSITY, LTD RETIREMENT SAVINGS PLAN401k$100.8M1,1002024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MONROE UNIVERSITY WELFARE BENEFIT PLANMixedAETNA LIFE INSURANCE COMPANY$6.2M5092025
Retirement plans
Welfare plans
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