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Sponsor portfolio

PACE UNIVERSITY

EIN 13-5562314-higher education-Latest filing 2024
Plans
2
Retirement
1
$881.5M assets
Welfare
1
$32.4M premiums
Participants
6,070
100 SUMMIT LAKE DRIVE, 3RD FLOOR - VALHALLA, NY 10595914-923-2747pace.eduLinkedIn1001-5000 employeeshigher education
Plans on this EIN
2 filings
#001403b-$881.5M - 3,589 part#523Fully Insured-$32.4M - 2,173 lives

Benefits portfolio analytics

1 plan / $32.4M premiums / 2,173 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$31.1M
  • Dental$31.1M
  • Vision$31.1M
  • Prescription drug$31.1M
  • Other$1.3M
  • Life$1.2M
  • +1 more
Total $32.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • AETNA LIFE INSURANCE COMPANY96%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK3%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY0%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
  • HEALTH AND HUMAN RESOURCE CENTER0%
Total $32.4M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $300K1 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

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$32.4M
Covered lives2,173
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 PLANFully InsuredAETNA LIFE INSURANCE COMPANY$32.4M2,1732024
Retirement plans
Welfare plans
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