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Sponsor portfolio

UNIVERSITY OF VIRGINIA FOUNDATION

EIN 54-1682176-real estate-Latest filing 2025
Plans
3
Retirement
2
$24.0M assets
Welfare
1
$6.9M premiums
Participants
988
P. O. BOX 400218 - CHARLOTTESVILLE, VA 229044218434-982-4848uvafoundation.comLinkedIn11-50 employeesreal estate
Plans on this EIN
3 filings
#001403b-$23.1M - 49 part#003403b-$972K - 11 part#501Mewa-$6.9M - 999 lives

Retirement portfolio analytics

2 plans aggregated / $24.0M assets / 60 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • DEFINED CONTRIBUTION PLAN (#001)96%
  • DC CONTRIBUTORY PLAN (#003)4%
Total $24.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED CONTRIBUTION PLAN (#001)49
  • DC CONTRIBUTORY PLAN (#003)11
Total 60Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • SENTARA HEALTH PLAN89%
  • DELTA DENTAL OF CALIFORNIA6%
  • HARTFORD LIFE AND ACCIDENT5%
  • STRYDEN, INC.1%
Total $6.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • DIGITAL INSURANCE LLC66%
  • CENTRO BENEFITS RESEARCH LLC34%
Total $102K2 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 OF VIRGINIA FOUNDATION DEFINED CONTRIBUTION PLAN

403b

Assets$23.1M
Participants49
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

UNIVERSITY OF VIRGINIA FOUNDATION DC CONTRIBUTORY PLAN

403b

Assets$972K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UVA HEALTH BENEFITS CONSORTIUM

Mewa - SENTARA ADVANTAGE POS M/C

Premiums$6.9M
Covered lives999
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001UNIVERSITY OF VIRGINIA FOUNDATION DEFINED CONTRIBUTION PLAN403b$23.1M492024
003UNIVERSITY OF VIRGINIA FOUNDATION DC CONTRIBUTORY PLAN403b$972K112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UVA HEALTH BENEFITS CONSORTIUMMewaSENTARA ADVANTAGE POS M/C$6.9M9992025
Retirement plans
Welfare plans
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