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Sponsor portfolioTH

URSINUS COLLEGE

EIN 23-1177930-higher education-Latest filing 2025
Plans
3
Retirement
1
$147.8M assets
Welfare
2
$211K premiums
Participants
1,897
601 EAST MAIN STREET - COLLEGEVILLE, PA 19426610-409-3185ursinus.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
3 filings
#001403b-$147.8M - 1,014 part#511Mixed-$192K - 448 lives#510Mixed-$19K - 8 lives

Benefits portfolio analytics

2 plans / $211K premiums / 456 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$134K
  • Long-term disability$40K
  • Life$24K
  • Vision$18K
Total $192K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA48%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY43%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA9%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $192K4 slices

Broker market share

Schedule A broker compensation

Split broker
31%top
  • PATRIOT GROWTH INSURANCE SERVICES31%
  • KISTLER TIFFANY BENEFITS18%
  • DRIVESTREAM INC15%
  • GIS BENEFITS INC15%
  • EXUDE BENEFITS GROUP INC13%
  • +1 more
Total $33K6 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

URSINUS COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$147.8M
Participants1,014
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

URSINUS COLLEGE WELFARE BENEFIT PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$192K
Covered lives448
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

EMERITI RETIREE HEALTH PLAN FOR URSINUS COLLEGE

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$19K
Covered lives8
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001URSINUS COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN403b$147.8M1,0142024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
511URSINUS COLLEGE WELFARE BENEFIT PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$192K4482025
510EMERITI RETIREE HEALTH PLAN FOR URSINUS COLLEGEMixedAETNA LIFE INSURANCE COMPANY$19K82024
Retirement plans
Welfare plans
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