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Sponsor portfolio

UNIVERSITY VILLAGE RETIREMENT COMMUNITY LLC

EIN 37-1622521-hospital & health care-Latest filing 2024
Plans
2
Retirement
1
$1.6M assets
Welfare
1
$516K premiums
Participants
262
8555 S LEWIS AVE - TULSA, OK 741371218918-299-2661uvrc.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$1.6M - 164 part#501Fully Insured-$516K - 142 lives

Benefits portfolio analytics

1 plan / $516K premiums / 142 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$452K
  • Prescription drug$452K
  • Vision$42K
  • Life$42K
  • Short-term disability$42K
  • Long-term disability$42K
  • +2 more
Total $516K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • COMMUNITY CARE87%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY8%
  • DELTA DENTAL OF CALIFORNIA4%
Total $516K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $28K1 slice

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 VILLAGE RETIREMENT COMMUNITY, LLC 401(K) RETIREMENT PLAN

401k

Assets$1.6M
Participants164
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNIVERSITY VILLAGE RETIREMENT COMMUNITY WELFARE BENEFIT PLAN

Fully Insured - COMMUNITYCARE

Premiums$516K
Covered lives142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNIVERSITY VILLAGE RETIREMENT COMMUNITY, LLC 401(K) RETIREMENT PLAN401k$1.6M1642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNIVERSITY VILLAGE RETIREMENT COMMUNITY WELFARE BENEFIT PLANFully InsuredCOMMUNITYCARE$516K1422024
Retirement plans
Welfare plans
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