Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
2 plans aggregated / $92.7M assets / 1,555 participants
Share of aggregate retirement assets
Active + retired + deferred vested
2 plans / $982K premiums / 2,468 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Traditional DB
401(k)
Self-funded - MCS LIFE INSURANCE COMPANY
Mixed - UNIVERSAL LIFE INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SISTEMA UNIVERSITARIO ANA G MENDEZ INC PENSION PLAN | Traditional DB | $47.2M | 381 | 2025 |
| #002 | SISTEMA UNIVERSITARIO ANA G MENDEZ EMPLOYEES SAVINGS INVESTMENT PLAN | 401(k) | $45.5M | 1,174 | 2025 |
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | SISTEMA UNIVERSITARIO ANA G MENDEZ HEALTH PLAN | Self-funded | MCS LIFE INSURANCE COMPANY | $771K | 1,189 | 2025 |
| #503 | SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE | Mixed | UNIVERSAL LIFE INSURANCE COMPANY | $211K | 1,279 | 2025 |