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Sponsor portfolioTH

SOUTHERN METHODIST UNIVERSITY

EIN 75-0800689-Educational Services-Latest filing 2024
Plans
6
Retirement
1
$1.15B assets
Welfare
5
$6.7M premiums
Participants
24,402
6116 NORTH CENTRAL EXPRESSWAY, SUITE 200 - DALLAS, TX 75206214-768-2024
Plans on this EIN
6 filings
#002403b-$1.15B - 4,931 part#507Fully Insured-$3.2M - 860 lives#502Mixed-$1.3M - 2,672 lives#503Fully Insured-$1.3M - 2,679 lives#506Fully Insured-$994K - 2,606 lives#501Self Funded-0 lives

Benefits portfolio analytics

5 plans / $6.7M premiums / 8,817 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Prescription drug$2.9M
  • Health$2.1M
  • Life$1.9M
  • Other$976K
  • Long-term disability$400K
  • Vision$255K
  • +1 more
Total $6.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • AETNA LIFE INSURANCE COMPANY47%
  • THE STANDARD39%
  • CNA7%
  • VISION SERVICE PLAN4%
  • LIFESECURE INSURANCE COMPANY1%
  • +1 more
Total $6.7M6 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • RELATION INSURANCE SERVICES OF CA48%
  • IBENEFIT COMMUNICATION LLC26%
  • DIGITAL INSURANCE LLC15%
  • J MANNING AND ASSOCIATES6%
  • JERRY MANNING2%
  • +3 more
Total $306K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN

403b

Assets$1.15B
Participants4,931
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

EMERITI RETIREE HEALTH PLAN FOR SOUTHERN METHODIST UNIVERSITY

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$3.2M
Covered lives860
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

SOUTHERN METHODIST UNIVERSITY MEDICAL AND OTHER PLANS

Mixed - THE STANDARD SUPP

Premiums$1.3M
Covered lives2,672
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

SMU BASIC GROUP LIFE INSURANCE

Fully Insured - THE STANDARD

Premiums$1.3M
Covered lives2,679
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

SMU LONG TERM DISABILITY (LTD) AND LONG TERM CARE (LTC) PLANS

Fully Insured - CNA

Premiums$994K
Covered lives2,606
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

SMU DENTAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN403b$1.15B4,9312024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
507EMERITI RETIREE HEALTH PLAN FOR SOUTHERN METHODIST UNIVERSITYFully InsuredAETNA LIFE INSURANCE COMPANY$3.2M8602024
502SOUTHERN METHODIST UNIVERSITY MEDICAL AND OTHER PLANSMixedTHE STANDARD SUPP$1.3M2,6722024
503SMU BASIC GROUP LIFE INSURANCEFully InsuredTHE STANDARD$1.3M2,6792024
506SMU LONG TERM DISABILITY (LTD) AND LONG TERM CARE (LTC) PLANSFully InsuredCNA$994K2,6062024
501SMU DENTAL PLANSelf Funded-$002024
Retirement plans
Welfare plans
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