Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$262K
- Dental$250K
- Life$250K
- Long-term disability$250K
- Vision$34K
Sponsor portfolioTH
UNIVERSITY OF JAMESTOWN
EIN 45-0231180e-learningLatest filing 2025
Plans
2
Retirement
1
$27.0M assets
Welfare
1
$296K premiums
Participants
816
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $296K premiums / 255 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY85%
- VISION SERVICE PLAN11%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
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 OF JAMESTOWN 403(B) DC PLAN
403b
Assets$27.0M
Participants561
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
UNIVERSITY OF JAMESTOWN HEALTH AND WELFARE BENEFIT PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$296K
Covered lives255
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UNIVERSITY OF JAMESTOWN 403(B) DC PLAN | 403b | $27.0M | 561 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UNIVERSITY OF JAMESTOWN HEALTH AND WELFARE BENEFIT PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $296K | 255 | 2025 |
Retirement plans
Welfare plans