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Sponsor portfolioTH

THE UNIVERSITY OF TULSA

EIN 73-0579298-higher education-Latest filing 2025
Plans
2
Retirement
1
$427.4M assets
Welfare
1
$984K premiums
Participants
4,209
800 SOUTH TUCKER DRIVE - TULSA, OK 741043189918-631-2616utulsa.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
2 filings
#001403b-$427.4M - 3,129 part#501Mixed-$984K - 1,080 lives

Benefits portfolio analytics

1 plan / $984K premiums / 1,080 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$823K
  • Life$823K
  • Short-term disability$823K
  • Long-term disability$823K
  • Other$161K
Total $984K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • STANDARD INSURANCE COMPANY84%
  • AFLAC14%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
Total $984K3 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • BANCFIRST INSURANCE SERVICES, INC.68%
  • JULIE ELIZABETH CONDRY20%
  • JOHN N KARR6%
  • SHANNON NOEL WILKINSON6%
Total $162K4 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$984K
Covered lives1,080
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$984K1,0802025
Retirement plans
Welfare plans
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