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Sponsor portfolioTH

MCKENDREE UNIVERSITY

EIN 37-0661219-Latest filing 2025
Plans
2
Retirement
1
$62.5M assets
Welfare
1
$257K premiums
Participants
1,073
701 COLLEGE ROAD - LEBANON, IL 62254618-537-6414
Plans on this EIN
2 filings
#001403b-$62.5M - 722 part#502Fully Insured-$257K - 351 lives

Benefits portfolio analytics

1 plan / $257K premiums / 351 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$227K
  • Dental$166K
  • Vision$166K
  • Life$166K
  • Short-term disability$166K
  • Long-term disability$166K
  • +1 more
Total $257K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • METROPOLITAN LIFE INSURANCE COMPANY76%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA24%
Total $257K2 slices

Broker market share

Schedule A broker compensation

Split broker
41%top
  • TEDRICK EMPLOYEE BENEFITS INC41%
  • GIS BENEFITS INC24%
  • MARK S METTILLE20%
  • BOON CHAPMAN BENEFIT ADMINISTRATORS15%
Total $57K4 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

MCKENDREE UNIVERSITY RETIREMENT PLAN

403b

Assets$62.5M
Participants722
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MCKENDREE COLLEGE WELFARE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$257K
Covered lives351
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MCKENDREE UNIVERSITY RETIREMENT PLAN403b$62.5M7222024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MCKENDREE COLLEGE WELFARE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$257K3512025
Retirement plans
Welfare plans
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