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Sponsor portfolioTH

OUR LADY OF THE LAKE UNIVERSITY

EIN 74-1109631-higher education-Latest filing 2025
Plans
5
Retirement
1
$58.5M assets
Welfare
4
$1.0M premiums
Participants
2,264
411 SW 24TH STREET - SAN ANTONIO, TX 78207210-434-6711ollusa.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
5 filings
#003403b-$58.5M - 1,144 part#506Self Funded-$664K - 226 lives#505Fully Insured-$179K - 368 lives#501Fully Insured-$143K - 263 lives#502Fully Insured-$25K - 263 lives

Benefits portfolio analytics

4 plans / $1.0M premiums / 1,120 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$664K
  • Dental$154K
  • Life$143K
  • Other$143K
  • Vision$26K
  • Long-term disability$25K
Total $1.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • WESTPORT INSURANCE CORPORATION66%
  • DEARBORN LIFE INSURANCE COMPANY17%
  • BLUE CROSS OF CALIFORNIA15%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY3%
Total $1.0M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $35K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

OUR LADY OF THE LAKE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$58.5M
Participants1,144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

THE HEALTH PLAN

Self Funded - SWISS RE-SWISS RE

Premiums$664K
Covered lives226
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

OUR LADY OF THE LAKE UNIVERSITY FLEXIBLE BENEFIT CAFETERIA PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF TEXAS

Premiums$179K
Covered lives368
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

OUR LADY OF THE LAKE UNIVERSITY OF SAN ANTONIO GROUP LIFE INSURANCE

Fully Insured - DEARBORN LIFE INSURANCE COMPANY

Premiums$143K
Covered lives263
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

OUR LADY OF THE LAKE UNIVERSITY OF SAN ANTONIO TOTAL DISABILITY INSURANCE

Fully Insured - DEARBORN LIFE INSURANCE COMPANY

Premiums$25K
Covered lives263
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003OUR LADY OF THE LAKE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN403b$58.5M1,1442024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
506THE HEALTH PLANSelf FundedSWISS RE-SWISS RE$664K2262025
505OUR LADY OF THE LAKE UNIVERSITY FLEXIBLE BENEFIT CAFETERIA PLANFully InsuredBLUE CROSS BLUE SHIELD OF TEXAS$179K3682025
501OUR LADY OF THE LAKE UNIVERSITY OF SAN ANTONIO GROUP LIFE INSURANCEFully InsuredDEARBORN LIFE INSURANCE COMPANY$143K2632025
502OUR LADY OF THE LAKE UNIVERSITY OF SAN ANTONIO TOTAL DISABILITY INSURANCEFully InsuredDEARBORN LIFE INSURANCE COMPANY$25K2632025
Retirement plans
Welfare plans
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