Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
LOYOLA UNIVERSITY OF CHICAGO ATTN BENEFITS DEPARTMENT
EIN 36-1408475Educational ServicesLatest filing 2024
Plans
3
Retirement
2
$1.39B assets
Welfare
1
$2.7M premiums
Participants
15,216
820 N. MICHIGAN AVENUE - CHICAGO, IL 60611312-915-6175
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.39B assets / 11,756 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.7M premiums / 3,878 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.4M
- Life$1.9M
- Long-term disability$1.9M
- Vision$253K
- Dental$91K
Carrier market share
Premium dollars by Schedule A carrier
87%top
- METROPOLITAN LIFE INSURANCE COMPANY87%
- VISION SERVICE PLAN9%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
Broker market share
Schedule A broker compensation
81%top
- CBIZ BENEFITS & INSURANCE SERVICES81%
- MARSH & MCLENNAN AGENCY LLC19%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
LOYOLA UNIVERSITY CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN
403b
Assets$1.23B
Participants8,672
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#333
LOYOLA UNIVERSITY EMPLOYEES' RETIREMENT PLAN
TraditionalDB
Assets$153.7M
Participants3,084
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#529
LOYOLA UNIVERSITY OF CHICAGO HEALTH AND WELFARE BENEFIT PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$2.7M
Covered lives3,878
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LOYOLA UNIVERSITY CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN | 403b | $1.23B | 8,672 | 2024 | |
| 333 | LOYOLA UNIVERSITY EMPLOYEES' RETIREMENT PLAN | TraditionalDB | $153.7M | 3,084 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 529 | LOYOLA UNIVERSITY OF CHICAGO HEALTH AND WELFARE BENEFIT PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $2.7M | 3,878 | 2024 |
Retirement plans
Welfare plans