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Sponsor portfolio

TRANSYLVANIA UNIVERSITY

EIN 61-0444825-higher education-Latest filing 2025
Plans
3
Retirement
1
$77.6M assets
Welfare
2
$261K premiums
Participants
1,260
300 N BROADWAY - LEXINGTON, KY 40508859-233-8100transy.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
3 filings
#001403b-$77.6M - 818 part#510Mixed-$261K - 379 lives#504Self Funded-0 lives

Benefits portfolio analytics

2 plans / $261K premiums / 379 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$123K
  • Short-term disability$123K
  • Long-term disability$123K
  • Other$123K
  • Dental$120K
  • Vision$18K
Total $261K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • HARTFORD LIFE AND ACCIDENT47%
  • DELTA DENTAL OF CALIFORNIA46%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
Total $261K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BENEFIT INSURANCE MARKETING, INC.100%
Total $29K1 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

TRANSYLVANIA UNIVERSITY RETIREMENT PLAN

403b

Assets$77.6M
Participants818
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

TRANSYLVANIA UNIVERSITY HEALTH PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$261K
Covered lives379
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

TRANSYLVANIA UNIVERSITY FLEXIBLE BENEFITS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRANSYLVANIA UNIVERSITY RETIREMENT PLAN403b$77.6M8182024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
510TRANSYLVANIA UNIVERSITY HEALTH PLANMixedHARTFORD LIFE AND ACCIDENT$261K3792025
504TRANSYLVANIA UNIVERSITY FLEXIBLE BENEFITS PLANSelf Funded-$002025
Retirement plans
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