Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$44K
- Life$35K
- Long-term disability$35K
- Vision$29K
Sponsor portfolio
UNIVERSITY OF MOUNT UNION
EIN 34-0714687higher educationLatest filing 2025
Plans
2
Retirement
1
$103.3M assets
Welfare
1
$73K premiums
Participants
1,194
1972 CLARK AVENUE - ALLIANCE, OH 44601800-992-6682mountunion.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $73K premiums / 440 covered livesCarrier market share
Premium dollars by Schedule A carrier
48%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA48%
- HUMANA INSURANCE COMPANY40%
- BEHAVIOR MANAGEMENT ASSOCIATES, INC., DBA IMPACT SOLUTIONS12%
Broker market share
Schedule A broker compensation
55%top
- SIRAK FINANCIAL SERVICES55%
- USI INSURANCE SERVICES LLC45%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
UNIVERSITY OF MOUNT UNION DEFINED CONTRIBUTION RETIREMENT PLAN
403b
Assets$103.3M
Participants831
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
UNIVERSITY OF MOUNT UNION HEALTH & WELFARE PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$73K
Covered lives440
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | UNIVERSITY OF MOUNT UNION DEFINED CONTRIBUTION RETIREMENT PLAN | 403b | $103.3M | 831 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | UNIVERSITY OF MOUNT UNION HEALTH & WELFARE PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $73K | 440 | 2025 |
Retirement plans
Welfare plans