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Sponsor portfolio

INTO UNIVERSITY PARTNERSHIPS

EIN 47-1165310-Latest filing 2025
Plans
2
Retirement
1
$13.1M assets
Welfare
1
$1.3M premiums
Participants
412
8910 UNIVERSITY CENTER LANE - SAN DIEGO, CA 92122858-356-4384
Plans on this EIN
2 filings
#001401k-$13.1M - 265 part#502Fully Insured-$1.3M - 146 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 146 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Dental$76K
  • Other$18K
  • Vision$16K
  • Life$15K
  • +2 more
Total $1.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • DELTA DENTAL OF CALIFORNIA5%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
  • ANTHEM LIFE INSURANCE COMPANY1%
  • HAWAII MEDICAL SERVICE ASSOCIATION1%
  • +3 more
Total $1.3M8 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
  • EOI SERVICE COMPANY INC0%
  • SYNERGY ENROLLMENT & BENEFITS LLC0%
  • MCGRIFF INSURANCE SERVICES INC0%
Total $71K4 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

INTO NORTH AMERICA, INC.401(K) PLAN

401k

Assets$13.1M
Participants265
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

INTO UNIVERSITY PARTNERSHIPS HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$1.3M
Covered lives146
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INTO NORTH AMERICA, INC.401(K) PLAN401k$13.1M2652024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502INTO UNIVERSITY PARTNERSHIPS HEALTH AND WELFARE PLANFully InsuredBLUE CROSS OF CALIFORNIA$1.3M1462025
Retirement plans
Welfare plans
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