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Sponsor portfolio

SISTEMA UNIVERSITARIO ANA G MENDEZ

EIN 66-0201206-Educational Services-Latest filing 2025
Plans
4
Retirement
2
$92.7M assets
Welfare
2
$982K premiums
Participants
4,023
PO BOX 21345 - SAN JUAN, PR 00928787-751-0178
Plans on this EIN
4 filings
#001TraditionalDB-$47.2M - 381 part#002401k-$45.5M - 1,174 part#502Self Funded-$771K - 1,189 lives#503Mixed-$211K - 1,279 lives

Retirement portfolio analytics

2 plans aggregated / $92.7M assets / 1,555 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • MENDEZ INC PENSION (#001)51%
  • SAVINGS INVESTMENT PLAN (#002)49%
Total $92.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SAVINGS INVESTMENT PLAN (#002)1,174
  • MENDEZ INC PENSION (#001)381
Total 1,555Click row to drill in

Benefits portfolio analytics

2 plans / $982K premiums / 2,468 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$982K
  • Health$771K
  • Dental$771K
  • Life$771K
  • Prescription drug$771K
  • Stop-loss$771K
Total $982K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • MCS LIFE INSURANCE COMPANY79%
  • UNIVERSAL LIFE INSURANCE COMPANY21%
Total $982K2 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • OLYMPIC AGENCY INC84%
  • CGF INSURANCE LLC16%
Total $112K2 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

SISTEMA UNIVERSITARIO ANA G MENDEZ INC PENSION PLAN

TraditionalDB

Assets$47.2M
Participants381
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SISTEMA UNIVERSITARIO ANA G MENDEZ EMPLOYEES SAVINGS INVESTMENT PLAN

401k

Assets$45.5M
Participants1,174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SISTEMA UNIVERSITARIO ANA G MENDEZ HEALTH PLAN

Self Funded - MCS LIFE INSURANCE COMPANY

Premiums$771K
Covered lives1,189
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE

Mixed - UNIVERSAL LIFE INSURANCE COMPANY

Premiums$211K
Covered lives1,279
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SISTEMA UNIVERSITARIO ANA G MENDEZ INC PENSION PLANTraditionalDB$47.2M3812025
002SISTEMA UNIVERSITARIO ANA G MENDEZ EMPLOYEES SAVINGS INVESTMENT PLAN401k$45.5M1,1742025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SISTEMA UNIVERSITARIO ANA G MENDEZ HEALTH PLANSelf FundedMCS LIFE INSURANCE COMPANY$771K1,1892025
503SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFEMixedUNIVERSAL LIFE INSURANCE COMPANY$211K1,2792025
Retirement plans
Welfare plans
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