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Sponsor portfolioTH

GEORGETOWN UNIVERSITY

EIN 53-0196603-higher education-Latest filing 2024
Plans
4
Retirement
3
$3.45B assets
Welfare
1
$29.5M premiums
Participants
39,979
2115 WISCONSIN AVENUE, SUITE 6110 - WASHINGTON, DC 20007202-687-2500georgetown.eduLinkedIn5001-10000 employeeshigher education
Plans on this EIN
4 filings
#211403b-$2.45B - 13,202 part#002403b-$979.2M - 18,822 part#210CashBalance-$15.5M - 0 part#516Mixed-$29.5M - 7,834 lives

Retirement portfolio analytics

3 plans aggregated / $3.45B assets / 32,024 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • CONTRIBUTION RETIREMENT PLAN (#211)71%
  • CONTRIBUTION RETIREMENT PLAN (#002)28%
  • UNIVERSITY RETIREMENT PLAN (#210)0%
Total $3.45BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • TIAA100%
  • (Not disclosed)0%
Total $3.45BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTION RETIREMENT PLAN (#002)18,822
  • CONTRIBUTION RETIREMENT PLAN (#211)13,202
Total 32,024Click row to drill in

Benefits portfolio analytics

1 plan / $29.5M premiums / 7,834 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$20.8M
  • Dental$5.5M
  • Life$2.4M
  • Other$2.3M
  • Long-term disability$2.3M
  • Vision$2.3M
Total $29.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • KAISER FOUNDATION HEALTH PLAN INC62%
  • METROPOLITAN LIFE INSURANCE COMPANY18%
  • DELTA DENTAL OF CALIFORNIA10%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY7%
  • AETNA LIFE INSURANCE COMPANY1%
  • +3 more
Total $29.5M8 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • PENTRA LLC77%
  • BENEPLACE, INC.13%
  • CREATIVA ASSOCIATES FINANCIAL & INS7%
  • ENTERTAINMENT BENEFITS GROUP, LLC3%
Total $737K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#211

GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$2.45B
Participants13,202
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GEORGETOWN UNIVERSITY VOLUNTARY CONTRIBUTION RETIREMENT PLAN

403b

Assets$979.2M
Participants18,822
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#210

GEORGETOWN UNIVERSITY RETIREMENT PLAN

CashBalance

Assets$15.5M
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#516

GEORGETOWN UNIVERSITY WELFARE AND FRINGE BENEFIT PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC.

Premiums$29.5M
Covered lives7,834
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
211GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN403b$2.45B13,2022024
002GEORGETOWN UNIVERSITY VOLUNTARY CONTRIBUTION RETIREMENT PLAN403b$979.2M18,8222024
210GEORGETOWN UNIVERSITY RETIREMENT PLANCashBalance$15.5M02024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
516GEORGETOWN UNIVERSITY WELFARE AND FRINGE BENEFIT PLANMixedKAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC.$29.5M7,8342024
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