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Filings through Oct 24, 2026.

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Southwestern University

EIN 74-1233796-higher education-Latest filing 2025
Plans
2
Retirement
1
$127.7M assets
Health & Benefits
1
$392K premiums
Participants
1,384
1001 E. UNIVERSITY AVENUE, P.O. BOX 770 - GEORGETOWN, TX 78626512-863-1441southwestern.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
2 filings
#001403(b)-$127.7M - 1,079 part#501Mixed-$392K - 381 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $392K premiums / 381 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$235K
  • Vision$235K
  • Life$156K
  • Long-term disability$156K
  • Other$156K
Total $392K5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

SOUTHWESTERN UNIVERSITY REGULAR RETIREMENT PLAN FOR ALL EMPLOYEES

403(b)

Assets$127.7M
Participants1,079
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

SOUTHWESTERN UNIVERSITY HEALTH AND LIFE INSURANCE PLAN

Mixed - HUMANA INSURANCE COMPANY

Premiums$392K
Covered lives381
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SOUTHWESTERN UNIVERSITY REGULAR RETIREMENT PLAN FOR ALL EMPLOYEES403(b)$127.7M1,0792025
  • SOUTHWESTERN UNIVERSITY REGULAR RETIREMENT PLAN FOR ALL EMPLOYEES$127.7M
    #001 · 403(b) · 20251,079

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501SOUTHWESTERN UNIVERSITY HEALTH AND LIFE INSURANCE PLANMixedHUMANA INSURANCE COMPANY$392K3812025
  • SOUTHWESTERN UNIVERSITY HEALTH AND LIFE INSURANCE PLAN$392K
    #501 · Mixed · HUMANA INSURANCE COMPANY · 2025381
Retirement plans
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