Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$284K
- Other$159K
- Long-term disability$52K
- Vision$45K
- Life$37K
Sponsor portfolio
UNIVERSITY OF ST. THOMAS
EIN 74-1277664education managementLatest filing 2025
Plans
2
Retirement
1
$70.6M assets
Welfare
1
$540K premiums
Participants
1,967
3800 MONTROSE BOULEVARD - HOUSTON, TX 77006713-525-3813stthom.eduLinkedIn201-500 employeeseducation management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $540K premiums / 660 covered livesCarrier market share
Premium dollars by Schedule A carrier
53%top
- AETNA LIFE INSURANCE COMPANY53%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY38%
- VISION SERVICE PLAN8%
- AFLAC2%
Broker market share
Schedule A broker compensation
81%top
- THE BALDWIN GROUP WEST LLC81%
- BENNETT INS SOLUTIONS AND ASSOC LLC18%
- MJ INSURANCE2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
UNIVERSITY OF ST. THOMAS 403(B) RETIREMENT PLAN
403b
Assets$70.6M
Participants1,550
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
UNIVERSITY OF ST. THOMAS BENEFIT PLAN
Mixed - AETNA LIFE INSURANCE COMPANY
Premiums$540K
Covered lives660
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UNIVERSITY OF ST. THOMAS 403(B) RETIREMENT PLAN | 403b | $70.6M | 1,550 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UNIVERSITY OF ST. THOMAS BENEFIT PLAN | Mixed | AETNA LIFE INSURANCE COMPANY | $540K | 660 | 2025 |
Retirement plans
Welfare plans