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UNIVERSITY OF EVANSVILLE

EIN 35-0868074-higher education-Latest filing 2025
Plans
10
Retirement
1
$193.2M assets
Welfare
9
$648K premiums
Participants
4,218
1800 LINCOLN AVE - EVANSVILLE, IN 477221000812-488-2943evansville.eduLinkedIn51-200 employeeshigher education
Plans on this EIN
10 filings
#001403b-$193.2M - 1,605 part#507Fully Insured-$274K - 717 lives#509Mixed-$217K - 78 lives#523Fully Insured-$46K - 114 lives#522Fully Insured-$44K - 488 lives#524Fully Insured-$39K - 405 lives#525Fully Insured-$28K - 213 lives#519Self Funded-0 lives#520Self Funded-0 lives#521Self Funded-0 lives

Benefits portfolio analytics

9 plans / $648K premiums / 2,015 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$274K
  • Life$86K
  • Vision$44K
  • Other$39K
  • Long-term disability$28K
Total $431K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • UPMC HEALTH OPTIONS64%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY26%
  • ANTHEM LIFE INSURANCE COMPANY10%
Total $431K3 slices

Broker market share

Schedule A broker compensation

Split broker
49%top
  • THOMAS SOUTHWOOD49%
  • CLIPPINGER FINANCIAL GROUP, LLC46%
  • WATCHTOWER TECHNOLOGIES INC3%
  • NFP INSURANCE SERVICES INC2%
Total $55K4 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 EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$193.2M
Participants1,605
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

DENTAL HEALTH OPTIONS

Fully Insured - DENTAL HEALTH OPTIONS

Premiums$274K
Covered lives717
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$217K
Covered lives78
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#523

UNIVERSITY OF EVANSVILLE VOLUNTARY LIFE PLAN

Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$46K
Covered lives114
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#522

UNIVERSITY OF EVANSVILLE VISION PLAN

Fully Insured - ANTHEM INSURANCE COMPANIES, INC.

Premiums$44K
Covered lives488
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#524

UNIVERSITY OF EVANSVILLE BASIC LIFE PLAN

Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$39K
Covered lives405
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#525

UNIVERSITY OF EVANSVILLE LONG TERM DISABILITY PLAN

Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$28K
Covered lives213
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#519

UNIVERSITY OF EVANSVILLE HEALTH REIMBURSEMENT ARRANGEMENT

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520

UNIVERSITY OF EVANSVILLE FLEXIBLE SPENDING ACCOUNT

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#521

UNIVERSITY OF EVANSVILLE WELFARE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN403b$193.2M1,6052024

Welfare plans9

Plan #NameFundingCarrierPremiumsCoveredLatest year
507DENTAL HEALTH OPTIONSFully InsuredDENTAL HEALTH OPTIONS$274K7172025
509UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAMMixedAETNA LIFE INSURANCE COMPANY$217K782024
523UNIVERSITY OF EVANSVILLE VOLUNTARY LIFE PLANFully InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$46K1142025
522UNIVERSITY OF EVANSVILLE VISION PLANFully InsuredANTHEM INSURANCE COMPANIES, INC.$44K4882025
524UNIVERSITY OF EVANSVILLE BASIC LIFE PLANFully InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$39K4052025
525UNIVERSITY OF EVANSVILLE LONG TERM DISABILITY PLANFully InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$28K2132025
519UNIVERSITY OF EVANSVILLE HEALTH REIMBURSEMENT ARRANGEMENTSelf Funded-$002025
520UNIVERSITY OF EVANSVILLE FLEXIBLE SPENDING ACCOUNTSelf Funded-$002024
521UNIVERSITY OF EVANSVILLE WELFARE PLANSelf Funded-$002025
Retirement plans
Welfare plans
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