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UNIVERSIDAD CARLOS ALBIZU

EIN 66-0234412-higher education-Latest filing 2025
Plans
5
Retirement
2
$20.2M assets
Welfare
3
$112K premiums
Participants
1,601
CALLE TANCA ESQUINA S F, NUMERO 151 - SAN JUAN, PR 00902787-725-6500LinkedIn51-200 employeeshigher education
Plans on this EIN
5 filings
#002403b-$11.2M - 226 part#001ProfitSharing-$9.1M - 572 part#501Fully Insured-$96K - 210 lives#503Fully Insured-$14K - 481 lives#502Fully Insured-$2K - 112 lives

Retirement portfolio analytics

2 plans aggregated / $20.2M assets / 798 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • 403(B) DC PLAN (#002)55%
  • & INVESTMENT PLA (#001)45%
Total $20.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & INVESTMENT PLA (#001)572
  • 403(B) DC PLAN (#002)226
Total 798Click row to drill in

Benefits portfolio analytics

3 plans / $112K premiums / 803 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • OPTIMIND MANAGED BEHAVIORAL HEALTHCARE ORGANIZATION100%
Total $2K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ACRISURE LLC100%
Total $2151 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

CARLOS ALBIZU UNIVERSITY 403(B) DC PLAN

403b

Assets$11.2M
Participants226
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

UNIVERSIDAD CARLOS ALBIZU SAVINGS & INVESTMENT PLA

ProfitSharing

Assets$9.1M
Participants572
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNIVERSIDAD CARLOS ALBIZU GROUP LIFE INSURANCE AND LTD

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$96K
Covered lives210
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

UNIVERSIDAD CARLOS ALBIZU- SINOT (EXEMPT)

Fully Insured - COOPERATIVA DE SEGUROS DE VIDA DE PUERTO RICO

Premiums$14K
Covered lives481
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

UNIVERSIDAD CARLOS ALBIZU EMPLOYEE ASSISTANCE PROGRAM

Fully Insured - OPTIMIND MANAGED BEHAVIORAL HEALTHCARE ORGANIZATION

Premiums$2K
Covered lives112
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CARLOS ALBIZU UNIVERSITY 403(B) DC PLAN403b$11.2M2262024
001UNIVERSIDAD CARLOS ALBIZU SAVINGS & INVESTMENT PLAProfitSharing$9.1M5722024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNIVERSIDAD CARLOS ALBIZU GROUP LIFE INSURANCE AND LTDFully InsuredHARTFORD LIFE AND ACCIDENT$96K2102025
503UNIVERSIDAD CARLOS ALBIZU- SINOT (EXEMPT)Fully InsuredCOOPERATIVA DE SEGUROS DE VIDA DE PUERTO RICO$14K4812025
502UNIVERSIDAD CARLOS ALBIZU EMPLOYEE ASSISTANCE PROGRAMFully InsuredOPTIMIND MANAGED BEHAVIORAL HEALTHCARE ORGANIZATION$2K1122025
Retirement plans
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