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Sponsor portfolio

UNIVERSITY RESEARCH CO., LLC

EIN 52-0939806-e-learning-Latest filing 2025
Plans
2
Retirement
1
$46.6M assets
Welfare
1
$1.5M premiums
Participants
451
5404 WISCONSIN AVENUE, SUITE 900 - CHEVY CHASE, MD 20815301-828-3549LinkedIn1-10 employeese-learning
Plans on this EIN
2 filings
#001401k-$46.6M - 402 part#509Fully Insured-$1.5M - 158 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 158 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Dental$1.3M
  • Prescription drug$1.3M
  • Vision$1.2M
  • Other$339K
  • Life$167K
  • +2 more
Total $1.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • UNITEDHEALTHCARE INSURANCE COMPANY77%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA11%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY11%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $1.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • THE BALDWIN GROUP WEST LLC95%
  • ARMFIELD HARRISON & THOMAS5%
  • RISK STRATEGIES COMPANY0%
Total $70K3 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

UNIVERSITY RESEARCH CO., LLC EMPLOYEE RETIREMENT PLAN

401k

Assets$46.6M
Participants402
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509

UNIVERSITY RESEARCH CO., LLC - CENTER FOR HUMAN SERVICES EMPLOYEE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.5M
Covered lives158
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNIVERSITY RESEARCH CO., LLC EMPLOYEE RETIREMENT PLAN401k$46.6M4022024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
509UNIVERSITY RESEARCH CO., LLC - CENTER FOR HUMAN SERVICES EMPLOYEE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.5M1582025
Retirement plans
Welfare plans
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