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Sponsor portfolioTH

NAZARETH UNIVERSITY

EIN 16-0743088-Latest filing 2025
Plans
2
Retirement
1
$163.3M assets
Welfare
1
$5.4M premiums
Participants
1,560
4245 EAST AVENUE - ROCHESTER, NY 14618585-389-2525
Plans on this EIN
2 filings
#001403b-$163.3M - 1,124 part#512Mixed-$5.4M - 571 lives

Benefits portfolio analytics

1 plan / $5.4M premiums / 571 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.9M
  • Prescription drug$4.9M
  • Dental$249K
  • Life$118K
  • Long-term disability$50K
  • Other$35K
  • +1 more
Total $5.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK4%
  • EYEMED VISION CARE1%
  • HARTFORD LIFE AND ACCIDENT0%
Total $5.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • USI INSURANCE SERVICES LLC54%
  • ROBERT G. RELPH AGENCY, INC.43%
  • CHARLES MORALES1%
  • STEPHEN C PLATNER1%
  • KAITLYN M PARTLOW0%
  • +3 more
Total $165K8 slices

Plan deep-dives

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

NAZARETH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$163.3M
Participants1,124
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#512

WELFARE PLAN FOR EMPLOYEES OF NAZARETH UNIVERSITY

Mixed - EXCELLUS BLUE CROSS BLUE SHIELD

Premiums$5.4M
Covered lives571
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NAZARETH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN403b$163.3M1,1242024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
512WELFARE PLAN FOR EMPLOYEES OF NAZARETH UNIVERSITYMixedEXCELLUS BLUE CROSS BLUE SHIELD$5.4M5712025
Retirement plans
Welfare plans
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