Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$376K
- Other$355K
- Life$338K
- Long-term disability$338K
- Vision$36K
Sponsor portfolioTH
THE URBAN INSTITUTE
EIN 52-0880375researchLatest filing 2024
Plans
2
Retirement
1
$329.9M assets
Welfare
1
$766K premiums
Participants
2,454
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $766K premiums / 740 covered livesCarrier market share
Premium dollars by Schedule A carrier
49%top
- AETNA LIFE INSURANCE COMPANY49%
- UNUM LIFE INSURANCE COMPANY OF AMERICA44%
- FIDELITY SECURITY LIFE INSURANCE COMPANY5%
- ARAG INSURANCE COMPANY2%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE URBAN INSTITUTE RETIREMENT PLAN
403b
Assets$329.9M
Participants1,834
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520
THE URBAN INSTITUTE HEALTH & WELFARE PLAN
Mixed - AETNA LIFE INSURANCE COMPANY
Premiums$766K
Covered lives740
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE URBAN INSTITUTE RETIREMENT PLAN | 403b | $329.9M | 1,834 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 520 | THE URBAN INSTITUTE HEALTH & WELFARE PLAN | Mixed | AETNA LIFE INSURANCE COMPANY | $766K | 740 | 2024 |
Retirement plans
Welfare plans