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Sponsor portfolio

CONVERSE UNIVERSITY

EIN 57-0314380-higher education-Latest filing 2025
Plans
2
Retirement
1
$45.4M assets
Welfare
1
$180K premiums
Participants
614
580 EAST MAIN STREET - SPARTANBURG, SC 293021931864-596-9031converse.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
2 filings
#001403b-$45.4M - 425 part#508Mixed-$180K - 234 lives

Benefits portfolio analytics

1 plan / $180K premiums / 234 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$82K
  • Long-term disability$47K
  • Life$31K
  • Other$31K
  • Vision$21K
Total $180K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • HARTFORD LIFE AND ACCIDENT45%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY43%
  • EYEMED VISION CARE12%
Total $180K3 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • MARSH & MCLENNAN AGENCY LLC93%
  • STEINBERG & ASSOCIATES, INC.7%
Total $47K2 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

CONVERSE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$45.4M
Participants425
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

CONVERSE UNIVERSITY HEALTH & WELFARE PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$180K
Covered lives234
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CONVERSE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN403b$45.4M4252024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
508CONVERSE UNIVERSITY HEALTH & WELFARE PLANMixedHARTFORD LIFE AND ACCIDENT$180K2342025
Retirement plans
Welfare plans
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