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Sponsor portfolio

UNION COMMONWEALTH UNIVERSITY

EIN 61-0461768-Educational Services-Latest filing 2025
Plans
2
Retirement
1
$18.0M assets
Welfare
1
$948K premiums
Participants
441
310 COLLEGE STREET - BARBOURVILLE, KY 409061499606-546-1206
Plans on this EIN
2 filings
#001403b-$18.0M - 296 part#506Fully Insured-$948K - 196 lives

Benefits portfolio analytics

1 plan / $948K premiums / 196 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$813K
  • Vision$813K
  • Prescription drug$813K
  • Dental$62K
  • Life$56K
  • Other$33K
  • +2 more
Total $948K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • ANTHEM LIFE INSURANCE COMPANY86%
  • DELTA DENTAL OF CALIFORNIA7%
  • TRANSAMERICA LIFE INSURANCE COMPANY4%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY3%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $948K5 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • BENEFIT INSURANCE MARKETING, INC.82%
  • STAR ROBBINS9%
  • DISABILITY RMS5%
  • BARKER PHILLIPS JACKSON INC3%
  • RALPH H KEELER0%
  • +3 more
Total $44K8 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

UNION COMMONWEALTH UNIVERSITY RETIREMENT PLAN

403b

Assets$18.0M
Participants296
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

UNION COLLEGE FLEXIBLE BENEFITS PLAN

Fully Insured - ANTHEM HEALTH PLANS OF KENTUCKY, INC.

Premiums$948K
Covered lives196
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNION COMMONWEALTH UNIVERSITY RETIREMENT PLAN403b$18.0M2962025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506UNION COLLEGE FLEXIBLE BENEFITS PLANFully InsuredANTHEM HEALTH PLANS OF KENTUCKY, INC.$948K1962025
Retirement plans
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