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Sponsor portfolio

BELHAVEN UNIVERSITY

EIN 64-0303069-higher education-Latest filing 2024
Plans
3
Retirement
1
$30.1M assets
Welfare
2
$273K premiums
Participants
1,104
1500 PEACHTREE STREET - JACKSON, MS 392021789601-968-5901belhaven.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
3 filings
#002403b-$30.1M - 556 part#501Mixed-$158K - 235 lives#502Fully Insured-$115K - 313 lives

Benefits portfolio analytics

2 plans / $273K premiums / 548 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$158K
  • Vision$158K
  • Long-term disability$57K
  • Life$52K
  • Other$6K
Total $273K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • AMERITAS LIFE INSURANCE CORP.58%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA42%
Total $273K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $37K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BELHAVEN UNIVERSITY 403(B) PLAN

403b

Assets$30.1M
Participants556
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BELHAVEN COLLEGE EMPLOYEE HEALTH BENEFIT PLAN

Mixed - AMERITAS LIFE INSURANCE CORP

Premiums$158K
Covered lives235
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

BELHAVEN UNIVERSITY LIFE, ACCIDENTAL DEATH & LT DISABILITY PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$115K
Covered lives313
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BELHAVEN UNIVERSITY 403(B) PLAN403b$30.1M5562024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BELHAVEN COLLEGE EMPLOYEE HEALTH BENEFIT PLANMixedAMERITAS LIFE INSURANCE CORP$158K2352024
502BELHAVEN UNIVERSITY LIFE, ACCIDENTAL DEATH & LT DISABILITY PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$115K3132024
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