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Sponsor portfolio

METHODIST UNIVERSITY, INC.

EIN 56-0657294-higher education-Latest filing 2025
Plans
2
Retirement
1
$63.4M assets
Welfare
1
$493K premiums
Participants
1,244
5400 RAMSEY STREET - FAYETTEVILLE, NC 28311910-630-7385methodist.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
2 filings
#001403b-$63.4M - 872 part#503Fully Insured-$493K - 390 lives

Benefits portfolio analytics

1 plan / $493K premiums / 390 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$493K
  • Dental$479K
  • Vision$479K
  • Life$479K
  • Short-term disability$479K
  • Long-term disability$479K
  • +1 more
Total $493K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA97%
  • TELADOC3%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY0%
Total $493K3 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • MARSH & MCLENNAN AGENCY LLC70%
  • THE BENEFIT COMPANY INC22%
  • THE CASON GROUP INC6%
  • MCGRIFF INSURANCE SERVICES INC2%
Total $98K4 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

METHODIST UNIVERSITY RETIREMENT PLAN

403b

Assets$63.4M
Participants872
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

METHODIST UNIVERSITY, INC. HEALTH AND WELFARE PLAN

Fully Insured - GUARDIAN

Premiums$493K
Covered lives390
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001METHODIST UNIVERSITY RETIREMENT PLAN403b$63.4M8722024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503METHODIST UNIVERSITY, INC. HEALTH AND WELFARE PLANFully InsuredGUARDIAN$493K3902025
Retirement plans
Welfare plans
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