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Sponsor portfolio

MOUNT ST. JOSEPH UNIVERSITY

EIN 23-7179567-higher education-Latest filing 2025
Plans
2
Retirement
1
$67.6M assets
Welfare
1
$323K premiums
Participants
1,158
5701 DELHI ROAD - CINCINNATI, OH 452331669513-244-4200LinkedIn501-1000 employeeshigher education
Plans on this EIN
2 filings
#001403b-$67.6M - 831 part#501Mixed-$323K - 542 lives

Benefits portfolio analytics

1 plan / $323K premiums / 542 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$183K
  • Life$115K
  • Long-term disability$115K
  • Other$115K
  • Vision$25K
Total $323K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • METROPOLITAN LIFE INSURANCE COMPANY57%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY36%
  • COMMUNITY INSURANCE COMPANY8%
Total $323K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $37K1 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

MOUNT ST. JOSEPH UNIVERSITY DEFINED CONTRIBUTION PLAN

403b

Assets$67.6M
Participants831
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MOUNT ST. JOSEPH UNIVERSITY HEALTH & WELFARE BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$323K
Covered lives542
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MOUNT ST. JOSEPH UNIVERSITY DEFINED CONTRIBUTION PLAN403b$67.6M8312025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MOUNT ST. JOSEPH UNIVERSITY HEALTH & WELFARE BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$323K5422025
Retirement plans
Welfare plans
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