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Sponsor portfolio

SULLIVAN UNIVERSITY SYSTEM, INC.

EIN 61-0596564-cosmetics-Latest filing 2025
Plans
2
Retirement
1
$21.6M assets
Welfare
1
$2.3M premiums
Participants
921
3101 BARDSTOWN ROAD - LOUISVILLE, KY 40205502-456-6504LinkedIn1001-5000 employeescosmetics
Plans on this EIN
2 filings
#003401k-$21.6M - 546 part#501Fully Insured-$2.3M - 375 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 375 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Life$117K
  • Other$108K
  • Short-term disability$95K
  • Long-term disability$95K
  • Dental$70K
  • +1 more
Total $2.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY90%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
  • AMERICAN UNITED LIFE INSURANCE COMPANY3%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • HUMANA INSURANCE COMPANY1%
  • +1 more
Total $2.3M6 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • RH CLARKSON FINANCIAL SERVICES, INC94%
  • JEFFREY D HARNED5%
  • WILLIAM JACK MITCHELL JR1%
  • WILLIAM H EARP0%
  • AXEL H HALVARSON0%
  • +3 more
Total $95K8 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

THE SULLIVAN UNIVERSITY SYSTEM, INC. 401(K) PLAN

401k

Assets$21.6M
Participants546
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SULLIVAN UNIVERSITY SYSTEM, INC. FLEXIBLE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.3M
Covered lives375
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003THE SULLIVAN UNIVERSITY SYSTEM, INC. 401(K) PLAN401k$21.6M5462024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SULLIVAN UNIVERSITY SYSTEM, INC. FLEXIBLE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.3M3752025
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