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Sponsor portfolioTH

UNIVERSITY OF MOUNT OLIVE

EIN 56-0623936-Educational Services-Latest filing 2024
Plans
2
Retirement
1
$28.1M assets
Welfare
1
$246K premiums
Participants
670
634 HENDERSON STREET - MOUNT OLIVE, NC 283651263919-658-7825
Plans on this EIN
2 filings
#002401k-$28.1M - 472 part#501Mixed-$246K - 314 lives

Benefits portfolio analytics

1 plan / $246K premiums / 314 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$139K
  • Vision$139K
  • Life$107K
  • Short-term disability$107K
  • Long-term disability$107K
  • Other$107K
Total $246K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • AMERITAS LIFE INSURANCE CORP.57%
  • HARTFORD LIFE AND ACCIDENT43%
Total $246K2 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • MCGRIFF INSURANCE SERVICES INC81%
  • MOSAIC GROUP SERVICES19%
Total $40K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

UNIVERSITY OF MOUNT OLIVE 401(K) PLAN

401k

Assets$28.1M
Participants472
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNIVERSITY OF MOUNT OLIVE WELFARE BENEFITS PLAN

Mixed - AMERITAS LIFE INSURANCE CORP

Premiums$246K
Covered lives314
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002UNIVERSITY OF MOUNT OLIVE 401(K) PLAN401k$28.1M4722024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNIVERSITY OF MOUNT OLIVE WELFARE BENEFITS PLANMixedAMERITAS LIFE INSURANCE CORP$246K3142024
Retirement plans
Welfare plans
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