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  2. WILLIAM MARSH RICE UNIVERSITY
Sponsor portfolioTH

WILLIAM MARSH RICE UNIVERSITY

EIN 74-1109620-primary/secondary education-Latest filing 2025
Plans
3
Retirement
2
$1.78B assets
Welfare
1
$3.6M premiums
Participants
26,004
PO BOX 1892 - HOUSTON, TX 772511892713-348-2363LinkedIn1-10 employeesprimary/secondary education
Plans on this EIN
3 filings
#009MoneyPurchase-$929.6M - 11,931 part#002403b-$847.9M - 9,731 part#511Mixed-$3.6M - 4,672 lives

Retirement portfolio analytics

2 plans aggregated / $1.78B assets / 21,662 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • CONTRIBUTION RETIREMENT PLAN (#009)52%
  • UNIVERSITY SUPPLEMENTAL 403(B) (#002)48%
Total $1.78BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • FIDELITY INVESTMENTS INSTITUTIONAL100%
Total $1.78BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTION RETIREMENT PLAN (#009)11,931
  • UNIVERSITY SUPPLEMENTAL 403(B) (#002)9,731
Total 21,662Click row to drill in

Benefits portfolio analytics

1 plan / $3.6M premiums / 4,672 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.4M
  • Life$2.0M
  • Long-term disability$671K
  • Dental$258K
  • Vision$237K
Total $3.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA81%
  • AETNA LIFE INSURANCE COMPANY14%
  • ARAG INSURANCE COMPANY4%
  • HARTFORD LIFE AND ACCIDENT1%
Total $3.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
  • GALLAGHER BENEFIT SERVICES, INC.0%
Total $239K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#009

WILLIAM MARSH RICE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

MoneyPurchase

Assets$929.6M
Participants11,931
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WILLIAM MARSH RICE UNIVERSITY SUPPLEMENTAL 403(B) PLAN

403b

Assets$847.9M
Participants9,731
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

WILLIAM MARSH RICE UNIVERSITY HEALTH AND WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$3.6M
Covered lives4,672
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
009WILLIAM MARSH RICE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLANMoneyPurchase$929.6M11,9312024
002WILLIAM MARSH RICE UNIVERSITY SUPPLEMENTAL 403(B) PLAN403b$847.9M9,7312024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
511WILLIAM MARSH RICE UNIVERSITY HEALTH AND WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$3.6M4,6722025
Retirement plans
Welfare plans
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