Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.7M
- Prescription drug$4.7M
- Dental$267K
- Life$120K
- Long-term disability$120K
- Other$120K
- +1 more
Sponsor portfolio
SAINT FRANCIS UNIVERSITY
EIN 25-1024358higher educationLatest filing 2024
Plans
2
Retirement
1
$127.9M assets
Welfare
1
$5.0M premiums
Participants
1,309
117 EVERGREEN DRIVE, PO BOX 600 - LORETTO, PA 159409704814-472-3006francis.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.0M premiums / 683 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- UPMC HEALTH OPTIONS93%
- SUN LIFE ASSURANCE COMPANY OF CANADA3%
- METROPOLITAN LIFE INSURANCE COMPANY3%
- LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Broker market share
Schedule A broker compensation
92%top
- USI INSURANCE SERVICES LLC92%
- RESCHINI AGENCY INC8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
SAINT FRANCIS UNIVERSITY RETIREMENT PLAN
403b
Assets$127.9M
Participants990
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
SAINT FRANCIS UNIVERSITY WELFARE WRAP PLAN
Mixed - UPMC HEALTH PLAN
Premiums$5.0M
Covered lives683
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | SAINT FRANCIS UNIVERSITY RETIREMENT PLAN | 403b | $127.9M | 990 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | SAINT FRANCIS UNIVERSITY WELFARE WRAP PLAN | Mixed | UPMC HEALTH PLAN | $5.0M | 683 | 2024 |
Retirement plans
Welfare plans