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Sponsor portfolioTH

TOURO UNIVERSITY

EIN 13-2676570-Latest filing 2025
Plans
3
Retirement
2
$459.3M assets
Welfare
1
$3.4M premiums
Participants
9,023
202 WEST 43RD STREET, 10TH FLOOR - NEW YORK, NY 10036646-565-6000
Plans on this EIN
3 filings
#002403b-$458.1M - 6,539 part#003401k-$1.2M - 24 part#509Mixed-$3.4M - 3,162 lives

Retirement portfolio analytics

2 plans aggregated / $459.3M assets / 6,563 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • TOURO 403(B) (#002)100%
  • TOURO UNIVERSITY 401(K) (#003)0%
Total $459.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TOURO 403(B) (#002)6,539
  • TOURO UNIVERSITY 401(K) (#003)24
Total 6,563Click row to drill in

Benefits portfolio analytics

1 plan / $3.4M premiums / 3,162 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.3M
  • Life$1.7M
  • Long-term disability$1.7M
  • Dental$850K
  • Vision$276K
Total $3.4M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • HARTFORD LIFE AND ACCIDENT50%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY25%
  • METROPOLITAN LIFE INSURANCE COMPANY12%
  • VISION SERVICE PLAN8%
  • AFLAC5%
Total $3.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • MERCER HEALTH AND BENEFITS, LLC52%
  • ALEXANDER BENEFITS CONSULTING38%
  • MARC BERT HEINBERG4%
  • ENIDA MICI3%
  • STEPHEN WHITE1%
  • +3 more
Total $183K8 slices

Plan deep-dives

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

TOURO 403(B) PLAN

403b

Assets$458.1M
Participants6,539
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

TOURO UNIVERSITY 401(K)

401k

Assets$1.2M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509

TOURO UNIVERSITY GROUP BENEFIT PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$3.4M
Covered lives3,162
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TOURO 403(B) PLAN403b$458.1M6,5392024
003TOURO UNIVERSITY 401(K)401k$1.2M242024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
509TOURO UNIVERSITY GROUP BENEFIT PLANMixedHARTFORD LIFE AND ACCIDENT$3.4M3,1622025
Retirement plans
Welfare plans
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