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Sponsor portfolioTH

ST. MARY'S COLLEGE

EIN 35-0868158-Educational Services-Latest filing 2024
Plans
5
Retirement
1
$143.7M assets
Welfare
4
$437K premiums
Participants
2,842
104 FACILITIES BUILDING - NOTRE DAME, IN 46556574-284-4542
Plans on this EIN
5 filings
#001403b-$143.7M - 1,549 part#504Fully Insured-$254K - 706 lives#501Fully Insured-$103K - 426 lives#505Fully Insured-$79K - 264 lives#503Self Funded-0 lives

Benefits portfolio analytics

4 plans / $437K premiums / 1,396 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$254K
  • Long-term disability$103K
  • Vision$79K
Total $437K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • DELTA DENTAL OF CALIFORNIA58%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY24%
  • UNITEDHEALTHCARE INSURANCE COMPANY18%
Total $437K3 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • RSC INSURANCE BROKERAGE INC86%
  • ASSUREDPARTNERS14%
Total $53K2 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

SAINT MARY'S COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$143.7M
Participants1,549
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

SAINT MARYS COLLEGE DENTAL PLAN

Fully Insured - DELTA DENTAL OF INDIANA

Premiums$254K
Covered lives706
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

SAINT MARYS COLLEGE LONG-TERM DISABILITY PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$103K
Covered lives426
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

ST. MARY'S COLLEGE VISION PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$79K
Covered lives264
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

SAINT MARY'S COLLEGE RETIREMENT HEALTHCARE SAVINGS PLAN

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAINT MARY'S COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN403b$143.7M1,5492024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
504SAINT MARYS COLLEGE DENTAL PLANFully InsuredDELTA DENTAL OF INDIANA$254K7062024
501SAINT MARYS COLLEGE LONG-TERM DISABILITY PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$103K4262024
505ST. MARY'S COLLEGE VISION PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$79K2642024
503SAINT MARY'S COLLEGE RETIREMENT HEALTHCARE SAVINGS PLANSelf Funded-$002024
Retirement plans
Welfare plans
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