PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. University of Virginia Foundation
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

University of Virginia Foundation

EIN 54-1682176-real estate-Latest filing 2025
Plans
3
Retirement
2
$24.0M assets
Health & Benefits
1
$6.9M premiums
Participants
999
P.O. BOX 400218 - CHARLOTTESVILLE, VA 22904434-982-4848uvafoundation.comLinkedIn11-50 employeesreal estate
Plans on this EIN
3 filings
#001403(b)-$23.0M - 60 part#003403(b)-$972K - 11 part#501Mewa-$6.9M - 999 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $24.0M assets / 71 participants

Assets by plan

Share of aggregate retirement assets

  • DEFINED CONTRIBUTION PLAN (#001)$23.0M
  • DC CONTRIBUTORY PLAN (#003)$972K
Total $24.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • DEFINED CONTRIBUTION PLAN (#001)60
  • DC CONTRIBUTORY PLAN (#003)11
Total 71Select a row to open it

Benefits portfolio analytics

1 plan / $6.9M premiums / 999 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.1M
  • Dental$382K
  • Life$359K
  • Long-term disability$359K
  • Other$359K
  • Vision$50K
Total $6.9M6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

UNIVERSITY OF VIRGINIA FOUNDATION DEFINED CONTRIBUTION PLAN

403(b)

Assets$23.0M
Participants60
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

UNIVERSITY OF VIRGINIA FOUNDATION DC CONTRIBUTORY PLAN

403(b)

Assets$972K
Participants11
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

UVA HEALTH BENEFITS CONSORTIUM

Mewa - SENTARA ADVANTAGE POS M/C

Premiums$6.9M
Covered lives999
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001UNIVERSITY OF VIRGINIA FOUNDATION DEFINED CONTRIBUTION PLAN403(b)$23.0M602025
#003UNIVERSITY OF VIRGINIA FOUNDATION DC CONTRIBUTORY PLAN403(b)$972K112024
  • UNIVERSITY OF VIRGINIA FOUNDATION DEFINED CONTRIBUTION PLAN$23.0M
    #001 · 403(b) · 202560
  • UNIVERSITY OF VIRGINIA FOUNDATION DC CONTRIBUTORY PLAN$972K
    #003 · 403(b) · 202411

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501UVA HEALTH BENEFITS CONSORTIUMMewaSENTARA ADVANTAGE POS M/C$6.9M9992025
  • UVA HEALTH BENEFITS CONSORTIUM$6.9M
    #501 · Mewa · SENTARA ADVANTAGE POS M/C · 2025999
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica