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  2. BAYLOR COLLEGE OF MEDICINE
Sponsor portfolioTH

BAYLOR COLLEGE OF MEDICINE

EIN 74-1613878-higher education-Latest filing 2024
Plans
4
Retirement
2
$4.13B assets
Welfare
2
$21.0M premiums
Participants
58,020
ONE BAYLOR PLAZA BCM200 - HOUSTON, TX 770303411713-798-7287bcm.eduLinkedIn5001-10000 employeeshigher education
Plans on this EIN
4 filings
#008403b-$2.18B - 21,532 part#009ProfitSharing-$1.95B - 15,776 part#502Mixed-$20.7M - 16,685 lives#504Mixed-$363K - 177 lives

Retirement portfolio analytics

2 plans aggregated / $4.13B assets / 37,308 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • MEDICINE SECTION 403B (#008)53%
  • MEDICINE RETIREMENT PLAN (#009)47%
Total $4.13BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MEDICINE SECTION 403B (#008)21,532
  • MEDICINE RETIREMENT PLAN (#009)15,776
Total 37,308Click row to drill in

Benefits portfolio analytics

2 plans / $21.0M premiums / 16,862 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$8.3M
  • Long-term disability$8.3M
  • Stop-loss$6.4M
  • Vision$3.3M
  • Other$1.8M
  • Health$620K
  • +3 more
Total $21.0M9 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA43%
  • SUN LIFE ASSURANCE COMPANY OF CANADA31%
  • EYEMED VISION CARE16%
  • ZURICH AMERICAN INSURANCE COMPANY5%
  • UNITEDHEALTHCARE INSURANCE COMPANY3%
  • +3 more
Total $21.0M8 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • MARSH & MCLENNAN AGENCY LLC77%
  • REUBEN WARNER ASSOCIATES, INC.17%
  • NFP INSURANCE SERVICES INC6%
  • WORTHAM SAN ANTONIO INC0%
Total $1.3M4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#008

BAYLOR COLLEGE OF MEDICINE SECTION 403B

403b

Assets$2.18B
Participants21,532
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#009

BAYLOR COLLEGE OF MEDICINE RETIREMENT PLAN

ProfitSharing

Assets$1.95B
Participants15,776
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

BAYLOR COLLEGE OF MEDICINE HEALTH & WELFARE BENEFITS PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$20.7M
Covered lives16,685
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

BAYLOR COLLEGE OF MEDICINE'S RETIREMENT HEALTHCARE SAVINGS PLAN

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$363K
Covered lives177
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
008BAYLOR COLLEGE OF MEDICINE SECTION 403B403b$2.18B21,5322024
009BAYLOR COLLEGE OF MEDICINE RETIREMENT PLANProfitSharing$1.95B15,7762024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502BAYLOR COLLEGE OF MEDICINE HEALTH & WELFARE BENEFITS PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$20.7M16,6852024
504BAYLOR COLLEGE OF MEDICINE'S RETIREMENT HEALTHCARE SAVINGS PLANMixedAETNA LIFE INSURANCE COMPANY$363K1772024
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