Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$880K
- Life$717K
- Short-term disability$717K
- Long-term disability$717K
Sponsor portfolioTH
OAK RIDGE ASSOCIATED UNIVERSITIES
EIN 62-0476816computer softwareLatest filing 2024
Plans
2
Retirement
1
$359.2M assets
Welfare
1
$880K premiums
Participants
3,172
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $880K premiums / 5,011 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA92%
- TELUS HEALTH (US) LTD.8%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OAK RIDGE ASSOCIATED UNIVERSITIES 403(B) RETIREMENT PLAN
403b
Assets$359.2M
Participants2,112
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WELFARE BENEFIT PLAN FOR OAK RIDGE ASSOCIATED UNIVERSITIES
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$880K
Covered lives5,011
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OAK RIDGE ASSOCIATED UNIVERSITIES 403(B) RETIREMENT PLAN | 403b | $359.2M | 2,112 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WELFARE BENEFIT PLAN FOR OAK RIDGE ASSOCIATED UNIVERSITIES | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $880K | 5,011 | 2024 |
Retirement plans
Welfare plans