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Sponsor portfolioTH

UNIVERSITY LIGGETT SCHOOL

EIN 38-1360536-education management-Latest filing 2025
Plans
2
Retirement
1
$50.2M assets
Welfare
1
$1.6M premiums
Participants
448
1045 COOK ROAD - GROSSE POINTE WOODS, MI 48236313-884-4444uls.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filings
#001403b-$50.2M - 336 part#501Fully Insured-$1.6M - 297 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 297 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Prescription drug$1.4M
  • Dental$120K
  • Vision$62K
  • Life$62K
  • Long-term disability$62K
  • +1 more
Total $1.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • DELTA DENTAL OF CALIFORNIA8%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
Total $1.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • MARC J LASCESKI79%
  • THE JAMES B OSWALD COMPANY17%
  • CENTRO BENEFITS RESEARCH LLC4%
Total $87K3 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 LIGGETT TIAA CREF PENSION PLAN

403b

Assets$50.2M
Participants336
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNIVERSITY LIGGETT SCHOOL WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MICHIGAN

Premiums$1.6M
Covered lives297
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNIVERSITY LIGGETT TIAA CREF PENSION PLAN403b$50.2M3362024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNIVERSITY LIGGETT SCHOOL WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF MICHIGAN$1.6M2972025
Retirement plans
Welfare plans
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