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Sponsor portfolioTH

ST. JOHN FISHER UNIVERSITY

EIN 16-0746864-Latest filing 2025
Plans
2
Retirement
1
$197.7M assets
Welfare
1
$923K premiums
Participants
2,432
3690 EAST AVENUE - ROCHESTER, NY 146183537585-385-8000
Plans on this EIN
2 filings
#001403b-$197.7M - 1,828 part#501Mixed-$923K - 671 lives

Benefits portfolio analytics

1 plan / $923K premiums / 671 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$447K
  • Other$429K
  • Life$412K
  • Short-term disability$412K
  • Long-term disability$412K
  • Vision$47K
Total $923K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • BLUE CROSS OF CALIFORNIA48%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA45%
  • VISION SERVICE PLAN5%
  • URMC2%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK0%
Total $923K5 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • USI INSURANCE SERVICES LLC100%
  • IMG0%
Total $51K2 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

ST. JOHN FISHER UNIVERSITY RETIREMENT PLAN

403b

Assets$197.7M
Participants1,828
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ST. JOHN FISHER UNIVERSITY HEALTH AND WELFARE PLAN

Mixed - EXCELLUS BLUE CROSS BLUE SHIELD

Premiums$923K
Covered lives671
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ST. JOHN FISHER UNIVERSITY RETIREMENT PLAN403b$197.7M1,8282024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ST. JOHN FISHER UNIVERSITY HEALTH AND WELFARE PLANMixedEXCELLUS BLUE CROSS BLUE SHIELD$923K6712025
Retirement plans
Welfare plans
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