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Sponsor portfolioTH

SAINT LEO UNIVERSITY

EIN 59-1237047-higher education-Latest filing 2025
Plans
2
Retirement
1
$119.3M assets
Welfare
1
$1.2M premiums
Participants
3,174
33701 STATE ROAD 52 - SAINT LEO, FL 335749701352-588-8119saintleo.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
2 filings
#003403b-$119.3M - 2,655 part#519Mixed-$1.2M - 552 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 552 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$719K
  • Dental$253K
  • Life$220K
  • Vision$46K
Total $1.2M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • INDEPENDENT COLLEGES AND UNIVERSITIES BENEFITS ASSN.52%
  • DELTA DENTAL OF CALIFORNIA20%
  • SYMETRA LIFE INSURANCE COMPANY18%
  • AFLAC6%
  • EYEMED VISION CARE4%
Total $1.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • LOCKTON COMPANIES, LLC80%
  • EXPLAIN MY BENEFITS LLC20%
Total $37K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

SAINT LEO UNIVERSITY RETIREMENT PLAN

403b

Assets$119.3M
Participants2,655
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#519

SAINT LEO UNIVERSITY WELFARE BENEFITS PLAN

Mixed - INDEPENDENT COLLEGES & UNIVERSITIES BENEFITS ASSOCIATION

Premiums$1.2M
Covered lives552
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003SAINT LEO UNIVERSITY RETIREMENT PLAN403b$119.3M2,6552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
519SAINT LEO UNIVERSITY WELFARE BENEFITS PLANMixedINDEPENDENT COLLEGES & UNIVERSITIES BENEFITS ASSOCIATION$1.2M5522025
Retirement plans
Welfare plans
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