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Sponsor portfolioTH

CARLOW UNIVERSITY

EIN 25-0965438-higher education-Latest filing 2025
Plans
2
Retirement
1
$56.1M assets
Welfare
1
$537K premiums
Participants
1,009
3333 5TH AVENUE - PITTSBURGH, PA 15213412-578-6000carlow.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
2 filings
#001403b-$56.1M - 696 part#505Mixed-$537K - 577 lives

Benefits portfolio analytics

1 plan / $537K premiums / 577 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$180K
  • Dental$126K
  • Stop-loss$101K
  • Short-term disability$91K
  • Life$85K
  • Long-term disability$54K
  • +1 more
Total $537K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY43%
  • UNITED CONCORDIA INSURANCE COMPANY24%
  • UPMC BENEFIT MANAGEMENT SERVICES19%
  • RELIASTAR LIFE INSURANCE COMPANY8%
  • BLUE CROSS OF CALIFORNIA7%
Total $537K5 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • HENDERSON BROTHERS, INC.87%
  • THE WORKSITE GROUP LLC12%
  • T2B SOLUTIONS INC.1%
Total $35K3 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

CARLOW UNIVERSITY DEFINED CONTRIBUTION PLAN

403b

Assets$56.1M
Participants696
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

CARLOW UNIVERSITY HEALTH & WELFARE BENEFIT PLAN

Mixed - UNITED CONCORDIA INSURANCE COMPANY

Premiums$537K
Covered lives577
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARLOW UNIVERSITY DEFINED CONTRIBUTION PLAN403b$56.1M6962024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505CARLOW UNIVERSITY HEALTH & WELFARE BENEFIT PLANMixedUNITED CONCORDIA INSURANCE COMPANY$537K5772025
Retirement plans
Welfare plans
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