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Sponsor portfolioTH

MARQUETTE UNIVERSITY

EIN 39-0806251-publishing-Latest filing 2024
Plans
2
Retirement
1
$926.0M assets
Welfare
1
$1.5M premiums
Participants
8,233
313 N 13TH STREET - MILWAUKEE, WI 532332244414-288-5629LinkedIn1-10 employeespublishing
Plans on this EIN
2 filings
#001403b-$926.0M - 5,316 part#524Mixed-$1.5M - 2,917 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 2,917 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.5M
  • Life$1.4M
  • Long-term disability$1.4M
Total $1.5M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • METROPOLITAN LIFE INSURANCE COMPANY100%
Total $1.5M1 slice

Broker market share

Schedule A broker compensation

Split broker
78%top
  • OPTAVISE, LLC78%
  • HAYS COMPANIES, INC.15%
  • DIRECTPATH, LLC7%
  • BROWN AND BROWN OF FLORIDA, INC.0%
Total $43K4 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

MARQUETTE UNIVERSITY RETIREMENT PLAN

403b

Assets$926.0M
Participants5,316
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#524

MARQUETTE UNIVERSITY HEALTH AND WELFARE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$1.5M
Covered lives2,917
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MARQUETTE UNIVERSITY RETIREMENT PLAN403b$926.0M5,3162024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
524MARQUETTE UNIVERSITY HEALTH AND WELFARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$1.5M2,9172024
Retirement plans
Welfare plans
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