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Sponsor portfolio

UNIVERSITY FINANCIAL CORP. DBA SUNRISE BANKS

EIN 41-1557799-hospitality-Latest filing 2025
Plans
2
Retirement
1
$41.8M assets
Welfare
1
$3.9M premiums
Participants
755
2525 WABASH AVENUE - SAINT PAUL, MN 55114651-259-2268universityinnmn.comLinkedIn1-10 employeeshospitality
Plans on this EIN
2 filings
#001401k-$41.8M - 397 part#501Fully Insured-$3.9M - 473 lives

Benefits portfolio analytics

1 plan / $3.9M premiums / 473 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.8M
  • Health$3.5M
  • Prescription drug$3.5M
  • Life$293K
  • Short-term disability$293K
  • Long-term disability$293K
  • +1 more
Total $3.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • MEDICA INSURANCE COMPANY92%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA8%
  • EYEMED VISION CARE1%
Total $3.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • USI INSURANCE SERVICES LLC56%
  • GALLAGHER BENEFIT SERVICES, INC.44%
Total $197K2 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 FINANCIAL CORPORATION EMPLOYEE SAVINGS PLAN

401k

Assets$41.8M
Participants397
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNIVERSITY FINANCIAL CORP. FLEXIBLE BENEFIT PLAN

Fully Insured - MEDICA INSURANCE COMPANY

Premiums$3.9M
Covered lives473
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNIVERSITY FINANCIAL CORPORATION EMPLOYEE SAVINGS PLAN401k$41.8M3972024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNIVERSITY FINANCIAL CORP. FLEXIBLE BENEFIT PLANFully InsuredMEDICA INSURANCE COMPANY$3.9M4732025
Retirement plans
Welfare plans
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