PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. UNIVERSITY OF DAYTON
Sponsor portfolioTH

UNIVERSITY OF DAYTON

EIN 31-0536715-higher education-Latest filing 2025
Plans
3
Retirement
2
$1.05B assets
Welfare
1
$4.2M premiums
Participants
14,387
300 COLLEGE PARK - DAYTON, OH 454691614937-229-2541udayton.eduLinkedIn1001-5000 employeeshigher education
Plans on this EIN
3 filings
#001403b-$667.3M - 6,345 part#101MoneyPurchase-$382.0M - 5,186 part#501Mixed-$4.2M - 2,832 lives

Retirement portfolio analytics

2 plans aggregated / $1.05B assets / 11,531 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • DAYTON TDA PLAN (#001)64%
  • CONTRIBUTION RETIREMENT PLAN (#101)36%
Total $1.05BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • TIAA100%
Total $1.05BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DAYTON TDA PLAN (#001)6,345
  • CONTRIBUTION RETIREMENT PLAN (#101)5,186
Total 11,531Click row to drill in

Benefits portfolio analytics

1 plan / $4.2M premiums / 2,832 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.1M
  • Life$2.1M
  • Short-term disability$2.1M
  • Long-term disability$2.1M
  • Vision$2.1M
Total $4.2M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • HARTFORD LIFE AND ACCIDENT50%
  • SUPERIOR DENTAL CARE46%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY4%
  • BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY1%
Total $4.2M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $263K1 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

UNIVERSITY OF DAYTON TDA PLAN

403b

Assets$667.3M
Participants6,345
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#101

UNIVERSITY OF DAYTON DEFINED CONTRIBUTION RETIREMENT PLAN

MoneyPurchase

Assets$382.0M
Participants5,186
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNIVERSITY OF DAYTON EMPLOYEE BENEFIT PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$4.2M
Covered lives2,832
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001UNIVERSITY OF DAYTON TDA PLAN403b$667.3M6,3452024
101UNIVERSITY OF DAYTON DEFINED CONTRIBUTION RETIREMENT PLANMoneyPurchase$382.0M5,1862024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNIVERSITY OF DAYTON EMPLOYEE BENEFIT PLANMixedHARTFORD LIFE AND ACCIDENT$4.2M2,8322025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica