PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. TRINITY UNIVERSITY
Sponsor portfolioTH

TRINITY UNIVERSITY

EIN 74-1109633-higher education-Latest filing 2024
Plans
3
Retirement
1
$376.0M assets
Welfare
2
$1.1M premiums
Participants
3,425
ONE TRINITY PLACE - SAN ANTONIO, TX 78212210-999-7306trinity.eduLinkedIn1001-5000 employeeshigher education
Plans on this EIN
3 filings
#401403b-$376.0M - 1,973 part#509Mixed-$1.0M - 828 lives#506Mixed-$70K - 22 lives

Benefits portfolio analytics

2 plans / $1.1M premiums / 850 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$588K
  • Stop-loss$565K
  • Dental$369K
  • Vision$72K
  • Prescription drug$64K
Total $1.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA52%
  • DELTA DENTAL OF CALIFORNIA33%
  • HUMANA INSURANCE COMPANY7%
  • AETNA LIFE INSURANCE COMPANY6%
  • COMPSYCH2%
Total $1.1M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $91K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#401

TRINITY UNIVERSITY 403(B) RETIREMENT PLAN

403b

Assets$376.0M
Participants1,973
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509

TRINITY UNIVERSITY WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.0M
Covered lives828
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

TRINITY UNIVERSITY RETIREMENT HEALTCHARE SAVINGS PROGRAM

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$70K
Covered lives22
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
401TRINITY UNIVERSITY 403(B) RETIREMENT PLAN403b$376.0M1,9732024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
509TRINITY UNIVERSITY WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$1.0M8282024
506TRINITY UNIVERSITY RETIREMENT HEALTCHARE SAVINGS PROGRAMMixedAETNA LIFE INSURANCE COMPANY$70K222024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica