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Sponsor portfolio

TREVECCA NAZARENE UNIVERSITY

EIN 62-0497990-Educational Services-Latest filing 2025
Plans
2
Retirement
1
$55.0M assets
Welfare
1
$3.8M premiums
Participants
1,119
333 MURFREESBORO ROAD - NASHVILLE, TN 37210615-248-7790
Plans on this EIN
2 filings
#001403b-$55.0M - 740 part#510Fully Insured-$3.8M - 660 lives

Benefits portfolio analytics

1 plan / $3.8M premiums / 660 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.4M
  • Dental$252K
  • Life$119K
  • Other$119K
  • Long-term disability$47K
  • Vision$34K
Total $3.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • DELTA DENTAL OF CALIFORNIA7%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
  • VISION SERVICE PLAN1%
Total $3.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
40%top
  • MATTHEW B MORASKI40%
  • JOHN RUTLEDGE33%
  • MARSH & MCLENNAN AGENCY LLC10%
  • DIGITITAL INSURANCE, INC8%
  • DIGITAL INSURANCE LLC5%
  • +1 more
Total $149K6 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

TREVECCA NAZARENE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$55.0M
Participants740
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

TREVECCA NAZARENE UNIVERSITY WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC.

Premiums$3.8M
Covered lives660
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TREVECCA NAZARENE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN403b$55.0M7402025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510TREVECCA NAZARENE UNIVERSITY WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF TENNESSEE, INC.$3.8M6602025
Retirement plans
Welfare plans
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