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Sponsor portfolioTH

OAK RIDGE ASSOCIATED UNIVERSITIES

EIN 62-0476816-computer software-Latest filing 2025
Plans
2
Retirement
1
$359.2M assets
Welfare
1
$1.2M premiums
Participants
3,037
1299 BETHEL VALLEY ROAD, PO BOX 117 MC-1OO, MS-32 - OAK RIDGE, TN 37830865-535-1450LinkedIn1-10 employeescomputer software
Plans on this EIN
2 filings
#001403b-$359.2M - 2,112 part#501Mixed-$1.2M - 578 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 578 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$684K
  • Life$539K
  • Long-term disability$329K
  • Short-term disability$223K
Total $1.2M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $180K1 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

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$1.2M
Covered lives578
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OAK RIDGE ASSOCIATED UNIVERSITIES 403(B) RETIREMENT PLAN403b$359.2M2,1122024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WELFARE BENEFIT PLAN FOR OAK RIDGE ASSOCIATED UNIVERSITIESMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$1.2M5782025
Retirement plans
Welfare plans
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