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Sponsor portfolioTH

URBAN LAND INSTITUTE

EIN 53-0159845-real estate-Latest filing 2024
Plans
6
Retirement
1
$36.5M assets
Welfare
5
$1.3M premiums
Participants
1,411
2001 L STREET NW SUITE 200 - WASHINGTON, DC 20036202-624-7000uli.orgLinkedIn201-500 employeesreal estate
Plans on this EIN
6 filings
#006403b-$36.5M - 380 part#502Self Funded-$1.1M - 217 lives#503Fully Insured-$167K - 254 lives#505Fully Insured-$30K - 221 lives#506Fully Insured-$22K - 216 lives#508Self Funded-0 lives

Benefits portfolio analytics

5 plans / $1.3M premiums / 908 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.1M
  • Other$167K
  • Life$150K
  • Long-term disability$150K
  • Vision$30K
  • Dental$22K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA83%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA13%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY2%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
46%top
  • MARSH & MCLENNAN AGENCY LLC46%
  • ALTERITY GROUP38%
  • CFA LLC16%
  • NFP INSURANCE SERVICES INC-0%
Total $181K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#006

URBAN LAND INSTITUTE 403(B) PLAN

403b

Assets$36.5M
Participants380
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

URBAN LAND INSTITUTE GROUP BENEFIT PLAN

Self Funded - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$1.1M
Covered lives217
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

URBAN LAND INSTITUTE WELFARE BENEFIT PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$167K
Covered lives254
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

URBAN LAND INSTITUTE VISION PLAN

Fully Insured - FIDELITY SECURITY LIFE INSURANCE COMPANY

Premiums$30K
Covered lives221
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

URBAN LAND INSTITUTE DENTAL PLAN

Fully Insured - GUARDIAN

Premiums$22K
Covered lives216
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

URBAN LAND INSTITUTE SHORT TERM DISABILITY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
006URBAN LAND INSTITUTE 403(B) PLAN403b$36.5M3802024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
502URBAN LAND INSTITUTE GROUP BENEFIT PLANSelf FundedSUN LIFE ASSURANCE COMPANY OF CANADA$1.1M2172024
503URBAN LAND INSTITUTE WELFARE BENEFIT PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$167K2542024
505URBAN LAND INSTITUTE VISION PLANFully InsuredFIDELITY SECURITY LIFE INSURANCE COMPANY$30K2212024
506URBAN LAND INSTITUTE DENTAL PLANFully InsuredGUARDIAN$22K2162024
508URBAN LAND INSTITUTE SHORT TERM DISABILITY PLANSelf Funded-$002024
Retirement plans
Welfare plans
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