Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$495K
- Life$429K
- Long-term disability$364K
- Dental$321K
- Vision$33K
Sponsor portfolioTH
THE URBAN INSTITUTE
EIN 52-0880375researchLatest filing 2025
Plans
2
Retirement
1
$356.8M assets
Welfare
1
$849K premiums
Participants
2,383
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $849K premiums / 638 covered livesCarrier market share
Premium dollars by Schedule A carrier
56%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA56%
- METROPOLITAN LIFE INSURANCE COMPANY38%
- FIDELITY SECURITY LIFE INSURANCE COMPANY4%
- 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$356.8M
Participants1,890
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520
THE URBAN INSTITUTE HEALTH & WELFARE PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$849K
Covered lives638
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 | $356.8M | 1,890 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 520 | THE URBAN INSTITUTE HEALTH & WELFARE PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $849K | 638 | 2025 |
Retirement plans
Welfare plans