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Sponsor portfolioTH

STEVENSON UNIVERSITY, INC.

EIN 52-0705392-higher education-Latest filing 2025
Plans
2
Retirement
1
$117.8M assets
Welfare
1
$4.1M premiums
Participants
2,014
1525 GREENSPRING VALLEY ROAD - STEVENSON, MD 211530641443-334-2264stevenson.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
2 filings
#010403b-$117.8M - 1,616 part#501Fully Insured-$4.1M - 392 lives

Benefits portfolio analytics

1 plan / $4.1M premiums / 392 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.8M
  • Dental$3.8M
  • Prescription drug$3.8M
  • Other$254K
  • Life$242K
  • Long-term disability$242K
  • +1 more
Total $4.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • HARTFORD LIFE AND ACCIDENT6%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
  • JANUS ASSOCIATES, INC. DBA BHS0%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $4.1M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HILB GROUP OF NEW ENGLAND100%
Total $121K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#010

STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN

403b

Assets$117.8M
Participants1,616
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STEVENSON UNIVERSITY, INC. HEALTH AND WELFARE

Fully Insured - CAREFIRST OF MARYLAND, INC.

Premiums$4.1M
Covered lives392
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
010STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN403b$117.8M1,6162025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STEVENSON UNIVERSITY, INC. HEALTH AND WELFAREFully InsuredCAREFIRST OF MARYLAND, INC.$4.1M3922025
Retirement plans
Welfare plans
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