Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LOYOLA UNIVERSITY NEW ORLEANS
EIN 72-0408946higher educationLatest filing 2024
Plans
5
Retirement
4
$282.6M assets
Welfare
1
$808K premiums
Participants
3,267
6363 ST. CHARLES AVENUE,, CAMPUS BOX 16 - NEW ORLEANS, LA 70118504-864-7757loyno.eduLinkedIn501-1000 employeeshigher education
Retirement portfolio analytics
4 plans aggregated / $282.6M assets / 2,587 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
- TIAA100%
- (Not disclosed)0%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $808K premiums / 681 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$430K
- Life$359K
- Long-term disability$359K
- Dental$324K
- Vision$54K
Carrier market share
Premium dollars by Schedule A carrier
44%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY44%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY40%
- AFLAC8%
- STARMOUNT LIFE INSURANCE COMPANY7%
- AETNA LIFE INSURANCE COMPANY1%
- +1 more
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
LOYOLA UNIVERSITY RETIREMENT PLAN
403b
Assets$282.3M
Participants2,569
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#009
LOYOLA UNIVERSITY SUPPLEMENTAL RETIREMENT ACCOUNT FIDELITY PLAN
403b
Assets$179K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008
LOYOLA UNIVERSITY SUPPLEMENTAL RETIREMENT ACCOUNT VALIC
403b
Assets$97K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
LOYOLA UNIVERSITY SUPPLEMENTAL RETIREMENT ACCOUNT TWENTIETH CENTURY
403b
Assets$25K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
LOYOLA UNIVERSITY EMPLOYEE BENEFIT PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$808K
Covered lives681
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | LOYOLA UNIVERSITY RETIREMENT PLAN | 403b | $282.3M | 2,569 | 2024 | |
| 009 | LOYOLA UNIVERSITY SUPPLEMENTAL RETIREMENT ACCOUNT FIDELITY PLAN | 403b | $179K | 5 | 2024 | |
| 008 | LOYOLA UNIVERSITY SUPPLEMENTAL RETIREMENT ACCOUNT VALIC | 403b | $97K | 12 | 2024 | |
| 006 | LOYOLA UNIVERSITY SUPPLEMENTAL RETIREMENT ACCOUNT TWENTIETH CENTURY | 403b | $25K | 1 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | LOYOLA UNIVERSITY EMPLOYEE BENEFIT PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $808K | 681 | 2024 |
Retirement plans
Welfare plans