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Sponsor portfolio

SAINT JOSEPH'S UNIVERSITY

EIN 23-1352674-higher education-Latest filing 2024
Plans
2
Retirement
1
$553.5M assets
Welfare
1
$1.8M premiums
Participants
4,921
5600 CITY LINE AVENUE - PHILADELPHIA, PA 191311308610-660-3336sju.eduLinkedIn1001-5000 employeeshigher education
Plans on this EIN
2 filings
#001403b-$553.5M - 3,825 part#501Mixed-$1.8M - 1,807 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 1,807 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$951K
  • Life$830K
  • Dental$736K
  • Long-term disability$719K
  • Vision$111K
  • Health$95K
Total $1.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA46%
  • DELTA DENTAL OF CALIFORNIA41%
  • BLUE CROSS OF CALIFORNIA6%
  • RELIASTAR LIFE INSURANCE COMPANY5%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $1.8M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $147K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SAINT JOSEPH'S UNIVERSITY RETIREMENT PLAN

403b

Assets$553.5M
Participants3,825
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SAINT JOSEPH'S UNIVERSITY HEALTH & WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.8M
Covered lives1,807
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAINT JOSEPH'S UNIVERSITY RETIREMENT PLAN403b$553.5M3,8252024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SAINT JOSEPH'S UNIVERSITY HEALTH & WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$1.8M1,8072024
Retirement plans
Welfare plans
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