Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$235K
- Vision$235K
- Life$156K
- Long-term disability$156K
- Other$156K
Sponsor portfolioTH
SOUTHWESTERN UNIVERSITY
EIN 74-1233796higher educationLatest filing 2025
Plans
2
Retirement
1
$117.0M assets
Welfare
1
$392K premiums
Participants
1,372
1001 EAST UNIVERSITY AVENUE - GEORGETOWN, TX 78626512-863-1807southwestern.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $392K premiums / 381 covered livesCarrier market share
Premium dollars by Schedule A carrier
60%top
- HUMANA INSURANCE COMPANY60%
- STANDARD INSURANCE COMPANY40%
Broker market share
Schedule A broker compensation
39%top
- EDUCATIONAL & INSTITUTIONAL INS ADM39%
- GALLAGHER BENEFIT SERVICES, INC.27%
- CBIZ BENEFITS & INSURANCE SERVICES26%
- EIIA HIGHER EDUCATION BENEFIT TRUST8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SOUTHWESTERN UNIVERSITY REGULAR RETIREMENT PLAN FOR ALL EMPLOYEES
403b
Assets$117.0M
Participants1,067
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SOUTHWESTERN UNIVERSITY HEALTH AND LIFE INSURANCE PLAN
Mixed - HUMANA INSURANCE COMPANY
Premiums$392K
Covered lives381
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOUTHWESTERN UNIVERSITY REGULAR RETIREMENT PLAN FOR ALL EMPLOYEES | 403b | $117.0M | 1,067 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOUTHWESTERN UNIVERSITY HEALTH AND LIFE INSURANCE PLAN | Mixed | HUMANA INSURANCE COMPANY | $392K | 381 | 2025 |
Retirement plans
Welfare plans