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Sponsor portfolio

PACE UNIVERSITY

EIN 13-5562314-higher education-Latest filing 2025
Plans
2
Retirement
1
$881.5M assets
Welfare
1
$1.8M premiums
Participants
6,709
861 BEDFORD ROAD - PLEASANTVILLE, NY 10570914-923-2828pace.eduLinkedIn1001-5000 employeeshigher education
Plans on this EIN
2 filings
#001403b-$881.5M - 3,589 part#523Mixed-$1.8M - 2,601 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 2,601 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.7M
  • Life$1.6M
  • Long-term disability$1.6M
  • Dental$142K
  • Vision$142K
Total $1.8M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY88%
  • AETNA LIFE INSURANCE COMPANY9%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • HEALTH AND HUMAN RESOURCE CENTER0%
Total $1.8M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $218K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PACE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$881.5M
Participants3,589
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#523

PACE UNIVERSITY HEALTH AND WELFARE BENEFIT PLAN

Mixed - FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$1.8M
Covered lives2,601
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PACE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN403b$881.5M3,5892024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
523PACE UNIVERSITY HEALTH AND WELFARE BENEFIT PLANMixedFIRST RELIANCE STANDARD LIFE INSURANCE COMPANY$1.8M2,6012025
Retirement plans
Welfare plans
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