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Sponsor portfolio

UNIVERSITY CORPORATION FOR ADVANCED INTERNET DEVELOPMENT

EIN 52-2060187-Latest filing 2025
Plans
3
Retirement
2
$65.0M assets
Welfare
1
$3.3M premiums
Participants
594
3520 GREEN COURT, SUITE 200 - ANN ARBOR, MI 48105734-913-4250
Plans on this EIN
3 filings
#001403b-$46.6M - 267 part#002403b-$18.5M - 164 part#501Mixed-$3.3M - 348 lives

Retirement portfolio analytics

2 plans aggregated / $65.0M assets / 431 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • CONTRIBUTION RETIREMENT PLAN (#001)72%
  • DEVELOPMENT TDA PLAN (#002)28%
Total $65.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTION RETIREMENT PLAN (#001)267
  • DEVELOPMENT TDA PLAN (#002)164
Total 431Click row to drill in

Benefits portfolio analytics

1 plan / $3.3M premiums / 348 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Prescription drug$2.9M
  • Dental$175K
  • Life$165K
  • Long-term disability$165K
  • Other$165K
  • +1 more
Total $3.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • DELTA DENTAL OF CALIFORNIA5%
  • HARTFORD LIFE AND ACCIDENT5%
  • VISION SERVICE PLAN1%
Total $3.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • GORDON W ST JOHN82%
  • PENTRA LLC16%
  • GCG FINANCIAL LLC2%
Total $107K3 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 CORPORATION FOR ADVANCED INTERNET DEVEL DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$46.6M
Participants267
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

UNIVERSITY CORPORATION FOR ADVANCED INTERNET DEVELOPMENT TDA PLAN

403b

Assets$18.5M
Participants164
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UCAID DBA INTERNET2 WELFARE BENEFIT PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MICHIGAN

Premiums$3.3M
Covered lives348
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001UNIVERSITY CORPORATION FOR ADVANCED INTERNET DEVEL DEFINED CONTRIBUTION RETIREMENT PLAN403b$46.6M2672024
002UNIVERSITY CORPORATION FOR ADVANCED INTERNET DEVELOPMENT TDA PLAN403b$18.5M1642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UCAID DBA INTERNET2 WELFARE BENEFIT PLANMixedBLUE CROSS BLUE SHIELD OF MICHIGAN$3.3M3482025
Retirement plans
Welfare plans
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