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Sponsor portfolioTH

OTTAWA UNIVERSITY

EIN 48-0543772-higher education-Latest filing 2025
Plans
2
Retirement
1
$41.3M assets
Welfare
1
$425K premiums
Participants
1,147
1001 SOUTH CEDAR, SUITE 20 - OTTAWA, KS 660673399785-229-1082ottawa.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
2 filings
#001403b-$41.3M - 833 part#504Mixed-$425K - 492 lives

Benefits portfolio analytics

1 plan / $425K premiums / 492 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$207K
  • Other$157K
  • Vision$146K
  • Life$146K
  • Short-term disability$146K
  • Long-term disability$60K
Total $425K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • BLUE CROSS OF CALIFORNIA49%
  • SUN LIFE ASSURANCE COMPANY OF CANADA34%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA14%
  • NEW DIRECTIONS BEHAVIORAL HEALTH3%
Total $425K4 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • IMA, INC.76%
  • MERCER HEALTH AND BENEFITS, LLC24%
Total $45K2 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

OTTAWA UNIVERSITY DC PLAN

403b

Assets$41.3M
Participants833
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

OTTAWA UNIVERSITY HEALTH AND WELFARE PLAN

Mixed - BLUE CROSS AND BLUE SHIELD OF KANSAS

Premiums$425K
Covered lives492
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OTTAWA UNIVERSITY DC PLAN403b$41.3M8332024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504OTTAWA UNIVERSITY HEALTH AND WELFARE PLANMixedBLUE CROSS AND BLUE SHIELD OF KANSAS$425K4922025
Retirement plans
Welfare plans
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