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Sponsor portfolioTH

ALFRED UNIVERSITY HUMAN RESOURCES SERVICES

EIN 16-0743900-higher education-Latest filing 2025
Plans
3
Retirement
1
$150.8M assets
Welfare
2
$1.1M premiums
Participants
2,197
GREENE HALL, 1 SAXON DR - ALFRED, NY 14802607-871-2909alfred.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
3 filings
#001403b-$150.8M - 1,294 part#501Mixed-$1.1M - 768 lives#502Self Funded-0 lives

Benefits portfolio analytics

2 plans / $1.1M premiums / 768 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$527K
  • Life$355K
  • Short-term disability$355K
  • Long-term disability$355K
  • Other$355K
  • Dental$180K
  • +1 more
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • BLUE CROSS OF CALIFORNIA48%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK32%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA17%
  • EYEMED VISION CARE3%
Total $1.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • CONSILIARIUM GROUP LLC100%
  • ROBERT G. RELPH AGENCY, INC.0%
Total $199K2 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

ALFRED UNIVERSITY RETIREMENT PLAN

403b

Assets$150.8M
Participants1,294
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALFRED UNIVERSITY HEALTH & WELFARE BENEFITS

Mixed - UNIVERA HEALTHCARE

Premiums$1.1M
Covered lives768
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

ALFRED UNIVERSITY FLEXIBLE SPENDING ACCOUNT

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALFRED UNIVERSITY RETIREMENT PLAN403b$150.8M1,2942024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALFRED UNIVERSITY HEALTH & WELFARE BENEFITSMixedUNIVERA HEALTHCARE$1.1M7682025
502ALFRED UNIVERSITY FLEXIBLE SPENDING ACCOUNTSelf Funded-$002025
Retirement plans
Welfare plans
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