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Sponsor portfolioTH

TRINITY UNIVERSITY

EIN 74-1109633-higher education-Latest filing 2025
Plans
3
Retirement
1
$411.5M assets
Welfare
2
$1.3M premiums
Participants
3,428
ONE TRINITY PLACE - SAN ANTONIO, TX 78212210-999-7306trinity.eduLinkedIn1001-5000 employeeshigher education
Plans on this EIN
3 filings
#401403b-$411.5M - 1,975 part#509Mixed-$1.2M - 831 lives#506Mixed-$70K - 22 lives

Benefits portfolio analytics

2 plans / $1.3M premiums / 853 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$598K
  • Life$575K
  • Long-term disability$575K
  • Stop-loss$550K
  • Dental$37K
  • Vision$5K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA48%
  • HM LIFE INSURANCE COMPANY46%
  • DELTA DENTAL OF CALIFORNIA3%
  • COMPSYCH2%
  • HUMANA INSURANCE COMPANY0%
Total $1.2M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $89K1 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$411.5M
Participants1,975
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$1.2M
Covered lives831
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$411.5M1,9752025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
509TRINITY UNIVERSITY WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$1.2M8312025
506TRINITY UNIVERSITY RETIREMENT HEALTCHARE SAVINGS PROGRAMMixedAETNA LIFE INSURANCE COMPANY$70K222024
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