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  2. THE UNIVERSITY OF TULSA
Sponsor portfolioTH

THE UNIVERSITY OF TULSA

EIN 73-0579298-higher education-Latest filing 2024
Plans
2
Retirement
1
$427.4M assets
Welfare
1
$1.0M premiums
Participants
4,200
800 S. TUCKER DR. - TULSA, OK 74104918-631-2259utulsa.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
2 filings
#001403b-$427.4M - 3,129 part#501Mixed-$1.0M - 1,071 lives

Benefits portfolio analytics

1 plan / $1.0M premiums / 1,071 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$867K
  • Life$867K
  • Short-term disability$867K
  • Long-term disability$867K
  • Other$149K
Total $1.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • STANDARD INSURANCE COMPANY85%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA15%
Total $1.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • BANCFIRST INSURANCE SERVICES, INC.87%
  • WILLIAM D STAEDKE12%
  • KELLY W PUGH2%
  • RISK STRATEGIES COMPANY0%
  • SHANNON MARIE BALDWIN0%
  • +2 more
Total $132K7 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

THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$427.4M
Participants3,129
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GROUP HEALTH PLAN FOR EMPLOYEES OF THE UNIVERSITY OF TULSA

Mixed - STANDARD INSURANCE COMPANY

Premiums$1.0M
Covered lives1,071
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN403b$427.4M3,1292024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GROUP HEALTH PLAN FOR EMPLOYEES OF THE UNIVERSITY OF TULSAMixedSTANDARD INSURANCE COMPANY$1.0M1,0712024
Retirement plans
Welfare plans
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