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Sponsor portfolioTH

OGLETHORPE UNIVERSITY

EIN 58-0568698-higher education-Latest filing 2024
Plans
3
Retirement
1
$41.4M assets
Welfare
2
$2.4M premiums
Participants
903
4484 PEACHTREE ROAD NE - ATLANTA, GA 303192737404-364-8321oglethorpe.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
3 filings
#001403b-$41.4M - 490 part#501Fully Insured-$2.3M - 215 lives#502Mixed-$75K - 237 lives

Benefits portfolio analytics

2 plans / $2.4M premiums / 452 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Prescription drug$2.2M
  • Dental$121K
  • Other$75K
  • Life$55K
  • Short-term disability$55K
  • +2 more
Total $2.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY97%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA2%
  • EYEMED VISION CARE1%
Total $2.4M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $153K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

OGLETHORPE UNIVERSITY 403(B) RETIREMENT PROGRAM

403b

Assets$41.4M
Participants490
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OGLETHORPE UNIVERSITY GROUP MEDICAL & DENTAL PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.3M
Covered lives215
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

OGLETHORPE UNIVERSITY WELFARE BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$75K
Covered lives237
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OGLETHORPE UNIVERSITY 403(B) RETIREMENT PROGRAM403b$41.4M4902024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OGLETHORPE UNIVERSITY GROUP MEDICAL & DENTAL PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.3M2152024
502OGLETHORPE UNIVERSITY WELFARE BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$75K2372024
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