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Sponsor portfolioTH

UTICA UNIVERSITY

EIN 16-1476258-Educational Services-Latest filing 2025
Plans
2
Retirement
1
$148.0M assets
Welfare
1
$352K premiums
Participants
2,122
1600 BURRSTONE ROAD - UTICA, NY 13502315-792-3024
Plans on this EIN
2 filings
#001403b-$148.0M - 1,503 part#501Fully Insured-$352K - 619 lives

Benefits portfolio analytics

1 plan / $352K premiums / 619 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$191K
  • Life$117K
  • Long-term disability$97K
  • Other$97K
  • Vision$28K
  • Dental$15K
Total $352K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • BLUE CROSS OF CALIFORNIA54%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA27%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
Total $352K5 slices

Broker market share

Schedule A broker compensation

Split broker
42%top
  • ROBERT G. RELPH AGENCY, INC.42%
  • AFS AGENCY28%
  • GCG FINANCIAL LLC19%
  • ADIRONDACK FINANCIAL SERVICES DBA11%
  • IMG0%
Total $27K5 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

UTICA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$148.0M
Participants1,503
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UTICA UNIVERSITY WELFARE BENEFITS PLAN

Fully Insured - EXCELLUS BLUECROSS BLUESHIELD

Premiums$352K
Covered lives619
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UTICA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN403b$148.0M1,5032025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UTICA UNIVERSITY WELFARE BENEFITS PLANFully InsuredEXCELLUS BLUECROSS BLUESHIELD$352K6192025
Retirement plans
Welfare plans
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