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Sponsor portfolio

ANA G MENDEZ UNIVERSITY, INC.

EIN 41-2096004-education management-Latest filing 2025
Plans
3
Retirement
2
$4.2M assets
Welfare
1
$765K premiums
Participants
771
5575 S SEMORAN BLVD SUITE 502 - ORLANDO, FL 32822407-563-6501LinkedIn51-200 employeeseducation management
Plans on this EIN
3 filings
#001401k-$3.3M - 118 part#002401k-$930K - 52 part#503Fully Insured-$765K - 175 lives

Retirement portfolio analytics

2 plans aggregated / $4.2M assets / 170 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • INC 401K PLAN (#001)78%
  • UNIVERSITY RETIREMENT PLAN (#002)22%
Total $4.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC 401K PLAN (#001)118
  • UNIVERSITY RETIREMENT PLAN (#002)52
Total 170Click row to drill in

Benefits portfolio analytics

1 plan / $765K premiums / 175 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$701K
  • Dental$701K
  • Vision$701K
  • Prescription drug$701K
  • Life$65K
  • Short-term disability$65K
  • +2 more
Total $765K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY92%
  • UNITEDHEALTHCARE INSURANCE COMPANY8%
Total $765K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • OLYMPIC AGENCY INC100%
Total $869K1 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

ANA G MENDEZ UNIVERSITY INC 401K PLAN

401k

Assets$3.3M
Participants118
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ANA G MENDEZ UNIVERSITY RETIREMENT PLAN

401k

Assets$930K
Participants52
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

ANA G MENDEZ UNIVERSITY BENEFITS AND WELFARE

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$765K
Covered lives175
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ANA G MENDEZ UNIVERSITY INC 401K PLAN401k$3.3M1182025
002ANA G MENDEZ UNIVERSITY RETIREMENT PLAN401k$930K522025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503ANA G MENDEZ UNIVERSITY BENEFITS AND WELFAREFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$765K1752025
Retirement plans
Welfare plans
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