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Sponsor portfolio

UNIVERSITY OF CINCINNATI FOUNDATION

EIN 31-0896555-fund-raising-Latest filing 2025
Plans
2
Retirement
1
$52.3M assets
Welfare
1
$147K premiums
Participants
568
51 GOODMAN DR - CINCINNATI, OH 452190970513-556-6323LinkedIn51-200 employeesfund-raising
Plans on this EIN
2 filings
#001403b-$52.3M - 388 part#501Mixed-$147K - 282 lives

Benefits portfolio analytics

1 plan / $147K premiums / 282 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$78K
  • Other$33K
  • Life$29K
  • Long-term disability$24K
  • Vision$12K
Total $147K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • DELTA DENTAL OF CALIFORNIA53%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA39%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY8%
Total $147K3 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • HORAN ASSOCIATES INC.59%
  • HUB INTERNATIONAL MIDWEST LIMITED40%
  • WATCHTOWER TECHNOLOGIES INC1%
Total $6K3 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 CINCINNATI FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$52.3M
Participants388
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNIVERSITY OF CINCINNATI FOUNDATION HEALTH PLAN

Mixed - DELTA DENTAL OF OHIO

Premiums$147K
Covered lives282
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNIVERSITY OF CINCINNATI FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN403b$52.3M3882024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNIVERSITY OF CINCINNATI FOUNDATION HEALTH PLANMixedDELTA DENTAL OF OHIO$147K2822025
Retirement plans
Welfare plans
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