Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$301K
- Life$201K
- Other$201K
- Long-term disability$77K
- Vision$37K
Sponsor portfolio
IONA UNIVERSITY
EIN 13-3508093higher educationLatest filing 2025
Plans
5
Retirement
1
$268.0M assets
Welfare
4
$616K premiums
Participants
3,259
Benefits portfolio analytics
4 plans / $616K premiums / 2,291 covered livesCarrier market share
Premium dollars by Schedule A carrier
49%top
- AETNA LIFE INSURANCE COMPANY49%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA45%
- ANTHEM LIFE INSURANCE COMPANY6%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
IONA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
403b
Assets$268.0M
Participants1,631
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507
IONA UNIVERSITY DENTAL PLAN
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$301K
Covered lives689
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
IONA UNIVERSITY LIFE INSURANCE PLAN
Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$201K
Covered lives324
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
IONA UNIVERSITY LONG TERM DISABILITY PLAN
Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$77K
Covered lives486
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
IONA UNIVERSITY HEALTH PLAN
Mixed - ANTHEM BLUE CROSS
Premiums$37K
Covered lives792
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | IONA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | 403b | $268.0M | 1,631 | 2025 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 507 | IONA UNIVERSITY DENTAL PLAN | Fully Insured | AETNA LIFE INSURANCE CO. | $301K | 689 | 2024 | |
| 502 | IONA UNIVERSITY LIFE INSURANCE PLAN | Fully Insured | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $201K | 324 | 2024 | |
| 504 | IONA UNIVERSITY LONG TERM DISABILITY PLAN | Fully Insured | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $77K | 486 | 2024 | |
| 506 | IONA UNIVERSITY HEALTH PLAN | Mixed | ANTHEM BLUE CROSS | $37K | 792 | 2024 |
Retirement plans
Welfare plans