Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$371K
- Other$277K
- Life$150K
- Long-term disability$66K
- Vision$54K
Sponsor portfolioTH
HERZING UNIVERSITY, LTD
EIN 27-1503981higher educationLatest filing 2025
Plans
2
Retirement
1
$61.9M assets
Welfare
1
$917K premiums
Participants
2,740
275 W WISCONSIN AVE STE 210 - MILWAUKEE, WI 53203414-271-8103herzing.eduLinkedIn1001-5000 employeeshigher education
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $917K premiums / 722 covered livesCarrier market share
Premium dollars by Schedule A carrier
38%top
- DELTA DENTAL OF CALIFORNIA38%
- LIFE INSURANCE COMPANY OF NORTH AMERICA23%
- RELIASTAR LIFE INSURANCE COMPANY16%
- HCC LIFE INSURANCE COMPANY9%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
- +3 more
Broker market share
Schedule A broker compensation
64%top
- MARSH & MCLENNAN AGENCY LLC64%
- ASSURANCE AGENCY LTD25%
- THE NIA GROUP10%
- ALAN ROMAN1%
- GALLAGHER BENEFIT SERVICES, INC.1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HERZING UNIVERSITY, LTD. SAVINGS PLAN
401k
Assets$61.9M
Participants2,013
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HERZING UNIVERSITY, LTD HEALTH AND WELFARE BENEFIT PLAN
Mixed - DELTA DENTAL OF WI
Premiums$917K
Covered lives722
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HERZING UNIVERSITY, LTD. SAVINGS PLAN | 401k | $61.9M | 2,013 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HERZING UNIVERSITY, LTD HEALTH AND WELFARE BENEFIT PLAN | Mixed | DELTA DENTAL OF WI | $917K | 722 | 2025 |
Retirement plans
Welfare plans