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Sponsor portfolioTH

JOHN CARROLL UNIVERSITY

EIN 34-0714681-higher education-Latest filing 2025
Plans
2
Retirement
1
$206.6M assets
Welfare
1
$1.3M premiums
Participants
1,974
20700 NORTH PARK BOULEVARD - UNIVERSITY HEIGHTS, OH 44118216-397-1576jcu.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
2 filings
#002403b-$206.6M - 1,487 part#501Mixed-$1.3M - 689 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 689 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$835K
  • Dental$264K
  • Other$195K
  • Life$193K
  • Long-term disability$193K
  • Vision$43K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • MEDICAL MUTUAL62%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY20%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA14%
  • VISION SERVICE PLAN2%
  • EYEMED VISION CARE1%
  • +1 more
Total $1.3M6 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • CENTER FOR BENEFITS MANAGEMENT, INC69%
  • THE CHELKO CONSULTING GROUP30%
  • AON CONSULTING INC1%
Total $23K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

JOHN CARROLL UNIVERSITY DC RETIREMENT PLAN TAX DEFERRED ANNUITY RETIREMENT PLAN

403b

Assets$206.6M
Participants1,487
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JOHN CARROLL UNIVERSITY BENEFIT PLAN

Mixed - MEDICAL MUTUAL OF OHIO

Premiums$1.3M
Covered lives689
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002JOHN CARROLL UNIVERSITY DC RETIREMENT PLAN TAX DEFERRED ANNUITY RETIREMENT PLAN403b$206.6M1,4872024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JOHN CARROLL UNIVERSITY BENEFIT PLANMixedMEDICAL MUTUAL OF OHIO$1.3M6892025
Retirement plans
Welfare plans
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