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  2. UNIVERSITY OF DAYTON
Sponsor portfolioTH

UNIVERSITY OF DAYTON

EIN 31-0536715-higher education-Latest filing 2024
Plans
3
Retirement
2
$1.05B assets
Welfare
1
$21.3M premiums
Participants
15,141
300 COLLEGE PARK - DAYTON, OH 45469937-229-2538udayton.eduLinkedIn1001-5000 employeeshigher education
Plans on this EIN
3 filings
#001403b-$667.3M - 6,345 part#101MoneyPurchase-$382.0M - 5,186 part#501Fully Insured-$21.3M - 5,702 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 / $21.3M premiums / 5,702 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Prescription drug$13.1M
  • Stop-loss$2.2M
  • Health$2.0M
  • Dental$2.0M
  • Other$1.8M
  • Life$1.8M
  • +3 more
Total $21.3M9 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • CVS PHARMACY, INC62%
  • SYMETRA LIFE INSURANCE COMPANY10%
  • ANTHEM LIFE INSURANCE COMPANY9%
  • SUPERIOR DENTAL CARE9%
  • HARTFORD LIFE AND ACCIDENT8%
  • +2 more
Total $21.3M7 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • MARSH & MCLENNAN AGENCY LLC97%
  • C2 CENTRIC LLC3%
Total $352K2 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

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

Fully Insured - CVS HEALTH

Premiums$21.3M
Covered lives5,702
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 PLANFully InsuredCVS HEALTH$21.3M5,7022024
Retirement plans
Welfare plans
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