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Sponsor portfolio

NATIONAL UNIVERSITY

EIN 23-7172306-higher education-Latest filing 2025
Plans
2
Retirement
1
$319.3M assets
Welfare
1
$2.0M premiums
Participants
9,748
9388 LIGHTWAVE AVENUE - SAN DIEGO, CA 92123858-642-8199nu.eduLinkedIn1001-5000 employeeshigher education
Plans on this EIN
2 filings
#002403b-$319.3M - 7,455 part#505Fully Insured-$2.0M - 2,293 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 2,293 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.6M
  • Life$1.5M
  • Long-term disability$953K
  • Short-term disability$550K
  • Vision$385K
  • Dental$218K
  • +1 more
Total $2.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA48%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY28%
  • VISION SERVICE PLAN11%
  • HAWAII MEDICAL SERVICE ASSOCIATION8%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD3%
  • +1 more
Total $2.0M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $146K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

NATIONAL UNIVERSITY RETIREMENT SAVINGS PLAN

403b

Assets$319.3M
Participants7,455
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

NATIONAL UNIVERSITY WELFARE BENEFIT PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$2.0M
Covered lives2,293
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002NATIONAL UNIVERSITY RETIREMENT SAVINGS PLAN403b$319.3M7,4552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505NATIONAL UNIVERSITY WELFARE BENEFIT PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$2.0M2,2932025
Retirement plans
Welfare plans
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