Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$337K
- Health$265K
- Prescription drug$265K
- Life$218K
- Other$218K
- Long-term disability$81K
- +1 more
Sponsor portfolio
IONA UNIVERSITY
EIN 13-3508093higher educationLatest filing 2025
Plans
5
Retirement
1
$268.0M assets
Welfare
4
$934K premiums
Participants
3,318
Benefits portfolio analytics
4 plans / $934K premiums / 2,316 covered livesCarrier market share
Premium dollars by Schedule A carrier
64%top
- AETNA LIFE INSURANCE COMPANY64%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA32%
- ANTHEM LIFE INSURANCE COMPANY3%
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$337K
Covered lives684
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
IONA UNIVERSITY HEALTH PLAN
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$297K
Covered lives797
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$218K
Covered lives322
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$81K
Covered lives513
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. | $337K | 684 | 2025 | |
| 506 | IONA UNIVERSITY HEALTH PLAN | Fully Insured | AETNA LIFE INSURANCE CO. | $297K | 797 | 2025 | |
| 502 | IONA UNIVERSITY LIFE INSURANCE PLAN | Fully Insured | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $218K | 322 | 2025 | |
| 504 | IONA UNIVERSITY LONG TERM DISABILITY PLAN | Fully Insured | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $81K | 513 | 2025 |
Retirement plans
Welfare plans