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Sponsor portfolio

BARRY UNIVERSITY

EIN 59-0624364-higher education-Latest filing 2025
Plans
3
Retirement
2
$219.5M assets
Welfare
1
$1.2M premiums
Participants
4,493
11300 NE 2ND AVE - MIAMI SHORES, FL 331616628305-899-2906barry.eduLinkedIn1001-5000 employeeshigher education
Plans on this EIN
3 filings
#001403b-$122.5M - 971 part#002401k-$97.0M - 2,816 part#520Mixed-$1.2M - 706 lives

Retirement portfolio analytics

2 plans aggregated / $219.5M assets / 3,787 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • DEFINED CONTRIBUTION PLAN (#001)56%
  • BARRY UNIVERSITY 401(K) (#002)44%
Total $219.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BARRY UNIVERSITY 401(K) (#002)2,816
  • DEFINED CONTRIBUTION PLAN (#001)971
Total 3,787Click row to drill in

Benefits portfolio analytics

1 plan / $1.2M premiums / 706 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$671K
  • Dental$356K
  • Life$303K
  • Long-term disability$303K
  • Short-term disability$74K
Total $1.2M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
32%top
  • (unnamed)32%
  • DELTA DENTAL OF CALIFORNIA31%
  • SYMETRA LIFE INSURANCE COMPANY26%
  • AFLAC6%
  • ICUBA5%
Total $1.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • LOCKTON COMPANIES, LLC72%
  • EXPLAIN MY BENEFITS LLC28%
  • ICUBA0%
Total $28K3 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

BARRY UNIVERSITY DEFINED CONTRIBUTION PLAN

403b

Assets$122.5M
Participants971
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BARRY UNIVERSITY 401(K) PLAN

401k

Assets$97.0M
Participants2,816
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520

BARRY UNIVERSITY EMPLOYEE WELFARE PLAN

Mixed - DELTA DENTAL INSURANCE COMPANY

Premiums$1.2M
Covered lives706
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BARRY UNIVERSITY DEFINED CONTRIBUTION PLAN403b$122.5M9712024
002BARRY UNIVERSITY 401(K) PLAN401k$97.0M2,8162024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
520BARRY UNIVERSITY EMPLOYEE WELFARE PLANMixedDELTA DENTAL INSURANCE COMPANY$1.2M7062025
Retirement plans
Welfare plans
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