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Filings through Oct 24, 2026.

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Utica University

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

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

UTICA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

403(b)

Assets$148.0M
Participants1,503
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

UTICA UNIVERSITY WELFARE BENEFITS PLAN

Fully insured - EXCELLUS BLUECROSS BLUESHIELD

Premiums$352K
Covered lives619
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001UTICA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN403(b)$148.0M1,5032025
  • UTICA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN$148.0M
    #001 · 403(b) · 20251,503

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501UTICA UNIVERSITY WELFARE BENEFITS PLANFully insuredEXCELLUS BLUECROSS BLUESHIELD$352K6192025
  • UTICA UNIVERSITY WELFARE BENEFITS PLAN$352K
    #501 · Fully insured · EXCELLUS BLUECROSS BLUESHIELD · 2025619
Retirement plans
Health & Benefits plans

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