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Sponsor portfolio

SPALDING UNIVERSITY

EIN 61-0444780-higher education-Latest filing 2025
Plans
2
Retirement
1
$32.5M assets
Welfare
1
$281K premiums
Participants
801
845 SOUTH THIRD STREET - LOUISVILLE, KY 40203502-873-4346spalding.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
2 filings
#001403b-$32.5M - 587 part#506Mixed-$281K - 350 lives

Benefits portfolio analytics

1 plan / $281K premiums / 350 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$175K
  • Other$175K
  • Short-term disability$166K
  • Long-term disability$166K
  • Dental$106K
  • Vision$106K
Total $281K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
38%top
  • DELTA DENTAL OF CALIFORNIA38%
  • AMERICAN UNITED LIFE INSURANCE COMPANY35%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY24%
  • ANTHEM LIFE INSURANCE COMPANY3%
Total $281K4 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • ASSUREDPARTNERS91%
  • MCGRIFF INSURANCE SERVICES INC9%
Total $42K2 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

SPALDING UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$32.5M
Participants587
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

SPALDING UNIVERSITY WELFARE PLAN

Mixed - DELTA DENTAL OF KENTUCKY

Premiums$281K
Covered lives350
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SPALDING UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN403b$32.5M5872024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506SPALDING UNIVERSITY WELFARE PLANMixedDELTA DENTAL OF KENTUCKY$281K3502025
Retirement plans
Welfare plans
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