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Sponsor portfolioTH

UNIVERSITY OF MIAMI

EIN 59-0624458-hospital & health care-Latest filing 2025
Plans
9
Retirement
6
$5.71B assets
Welfare
3
$30.6M premiums
Participants
78,196
P.O. BOX 248106 - CORAL GABLES, FL 33146305-284-3004LinkedIn10001+ employeeshospital & health care
Plans on this EIN
9 filings
#005403b-$2.52B - 18,632 part#003403b-$1.33B - 2,258 part#002403b-$859.9M - 3,444 part#001CashBalance-$567.4M - 5,141 part#006403b-$218.4M - 2,149 part#007403b-$212.9M - 10,278 part#515Fully Insured-$19.4M - 20,325 lives#516Mixed-$10.7M - 15,131 lives#514Fully Insured-$491K - 434 lives

Retirement portfolio analytics

6 plans aggregated / $5.71B assets / 41,902 participants

Assets by plan

Share of aggregate retirement assets

44%top
  • MIAMI RETIREMENT Savings (#005)44%
  • UNIVERSITY OF MIAMI (#003)23%
  • RETIREMENT ANNUITY PROGRAM (#002)15%
  • UNIV OF MIAMI (#001)10%
  • SAVINGS PLAN II (#006)4%
  • +1 more
Total $5.71BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
56%top
  • (Not disclosed)56%
  • FIDELITY INVESTMENTS INSTITUTIONAL44%
Total $5.71BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MIAMI RETIREMENT Savings (#005)18,632
  • SAVINGS PLAN III (#007)10,278
  • UNIV OF MIAMI (#001)5,141
  • RETIREMENT ANNUITY PROGRAM (#002)3,444
  • UNIVERSITY OF MIAMI (#003)2,258
  • SAVINGS PLAN II (#006)2,149
Total 41,902Click row to drill in

Benefits portfolio analytics

3 plans / $30.6M premiums / 35,890 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$9.2M
  • Long-term disability$6.8M
  • Life$6.3M
  • Short-term disability$5.6M
  • Other$1.7M
  • Vision$1.1M
Total $30.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA63%
  • DELTA DENTAL OF CALIFORNIA24%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY6%
  • VISION SERVICE PLAN4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • +1 more
Total $30.6M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $721K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

UNIVERSITY OF MIAMI RETIREMENT SAVINGS PLAN

403b

Assets$2.52B
Participants18,632
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI

403b

Assets$1.33B
Participants2,258
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

UNIVERSITY OF MIAMI SUPPLEMENTAL RETIREMENT ANNUITY PROGRAM

403b

Assets$859.9M
Participants3,444
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RETIREMENT PLAN FOR EMPLOYEES OF THE UNIV OF MIAMI

CashBalance

Assets$567.4M
Participants5,141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

UNIVERSITY OF MIAMI RETIREMENT SAVINGS PLAN II

403b

Assets$218.4M
Participants2,149
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

RETIREMENT SAVINGS PLAN III

403b

Assets$212.9M
Participants10,278
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#515

UNIVERSITY OF MIAMI LIFE AND DISABILITY PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$19.4M
Covered lives20,325
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#516

UNIVERSITY OF MIAMI HEALTH AND WELFARE PLAN

Mixed - DELTA DENTAL INSURANCE COMPANY

Premiums$10.7M
Covered lives15,131
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#514

UNIVERSITY OF MIAMI LONG TERM CARE INSURANCE

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$491K
Covered lives434
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans6

Plan #NameTypeAssetsParticipantsLatest year
005UNIVERSITY OF MIAMI RETIREMENT SAVINGS PLAN403b$2.52B18,6322025
003DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI403b$1.33B2,2582025
002UNIVERSITY OF MIAMI SUPPLEMENTAL RETIREMENT ANNUITY PROGRAM403b$859.9M3,4442025
001RETIREMENT PLAN FOR EMPLOYEES OF THE UNIV OF MIAMICashBalance$567.4M5,1412025
006UNIVERSITY OF MIAMI RETIREMENT SAVINGS PLAN II403b$218.4M2,1492025
007RETIREMENT SAVINGS PLAN III403b$212.9M10,2782025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
515UNIVERSITY OF MIAMI LIFE AND DISABILITY PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$19.4M20,3252024
516UNIVERSITY OF MIAMI HEALTH AND WELFARE PLANMixedDELTA DENTAL INSURANCE COMPANY$10.7M15,1312024
514UNIVERSITY OF MIAMI LONG TERM CARE INSURANCEFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$491K4342024
Retirement plans
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