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Sponsor portfolio

UNIVERSITY OF MARY

EIN 45-0273403-higher education-Latest filing 2025
Plans
2
Retirement
1
$81.2M assets
Welfare
1
$383K premiums
Participants
1,224
7500 UNIVERSITY DR - BISMARCK, ND 58504701-355-8245umary.eduLinkedIn1001-5000 employeeshigher education
Plans on this EIN
2 filings
#001403b-$81.2M - 799 part#555Mixed-$383K - 435 lives

Benefits portfolio analytics

1 plan / $383K premiums / 435 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$189K
  • Dental$171K
  • Short-term disability$169K
  • Long-term disability$169K
  • Other$169K
  • Vision$23K
Total $383K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • DELTA DENTAL OF CALIFORNIA45%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA44%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
Total $383K4 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • USI INSURANCE SERVICES LLC89%
  • WORKPLACE SOLUTIONS, INC.11%
  • BEAU DAVID BOUDREAUX0%
Total $43K3 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 OF MARY EMPLOYEE RETIREMENT PLAN

403b

Assets$81.2M
Participants799
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#555

UNIVERSITY OF MARY HEALTH AND WELFARE BENEFIT PLAN

Mixed - DELTA DENTAL OF MINNESOTA

Premiums$383K
Covered lives435
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNIVERSITY OF MARY EMPLOYEE RETIREMENT PLAN403b$81.2M7992025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
555UNIVERSITY OF MARY HEALTH AND WELFARE BENEFIT PLANMixedDELTA DENTAL OF MINNESOTA$383K4352025
Retirement plans
Welfare plans
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