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Sponsor portfolioTH

MEMPHIS UNIVERSITY SCHOOL

EIN 62-0545618-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$35.1M assets
Welfare
1
$644K premiums
Participants
318
6191 PARK AVENUE - MEMPHIS, TN 381195399901-260-1300musowls.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403b-$35.1M - 210 part#501Fully Insured-$644K - 158 lives

Benefits portfolio analytics

1 plan / $644K premiums / 158 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$584K
  • Dental$583K
  • Vision$583K
  • Other$61K
  • Life$60K
  • Short-term disability$60K
  • +1 more
Total $644K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY90%
  • METROPOLITAN LIFE INSURANCE COMPANY10%
Total $644K2 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • STRATEGIC FINANCIAL PARTNERS52%
  • FREDERICK C SCHAEFFER46%
  • GIS BENEFITS INC2%
Total $9K3 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

MEMPHIS UNIVERSITY SCHOOL DC PLAN

403b

Assets$35.1M
Participants210
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MEMPHIS UNIVERSITY SCHOOL HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$644K
Covered lives158
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MEMPHIS UNIVERSITY SCHOOL DC PLAN403b$35.1M2102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MEMPHIS UNIVERSITY SCHOOL HEALTH AND WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$644K1582025
Retirement plans
Welfare plans
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