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Sponsor portfolio

ORAL ROBERTS UNIVERSITY

EIN 73-0739626-education management-Latest filing 2025
Plans
2
Retirement
1
$79.4M assets
Welfare
1
$4.2M premiums
Participants
1,429
7777 S. LEWIS AVE - TULSA, OK 74171918-495-7561oru.eduLinkedIn501-1000 employeeseducation management
Plans on this EIN
2 filings
#001403b-$79.4M - 844 part#501Fully Insured-$4.2M - 914 lives

Benefits portfolio analytics

1 plan / $4.2M premiums / 914 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.5M
  • Stop-loss$3.5M
  • Dental$414K
  • Life$219K
  • Short-term disability$219K
  • Long-term disability$219K
  • +2 more
Total $4.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • BLUE CROSS OF CALIFORNIA83%
  • DELTA DENTAL OF CALIFORNIA10%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • VISION CARE OKLAHOMA2%
Total $4.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • SUMMIT FINANCIAL GROUP INC.79%
  • GIS BENEFITS INC21%
Total $113K2 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

ORAL ROBERTS UNIVERSITY RETIREMENT PLAN

403b

Assets$79.4M
Participants844
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ORAL ROBERTS UNIVERSITY GROUP BENEFITS PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF OKLAHOMA

Premiums$4.2M
Covered lives914
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ORAL ROBERTS UNIVERSITY RETIREMENT PLAN403b$79.4M8442025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ORAL ROBERTS UNIVERSITY GROUP BENEFITS PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF OKLAHOMA$4.2M9142025
Retirement plans
Welfare plans
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