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SOUTHERN METHODIST UNIVERSITY

EIN 75-0800689-Latest filing 2025
Plans
6
Retirement
1
$1.15B assets
Welfare
5
$6.3M premiums
Participants
24,526
3140 DYER ST MS261, 6116 N CENTRAL EXPRESSWAY, STE 203 - DALLAS, TX 752750261214-768-2004
Plans on this EIN
6 filings
#002403b-$1.15B - 4,931 part#507Fully Insured-$3.2M - 860 lives#502Mixed-$1.4M - 2,734 lives#506Fully Insured-$1.0M - 2,666 lives#503Fully Insured-$611K - 2,739 lives#501Self Funded-0 lives

Benefits portfolio analytics

5 plans / $6.3M premiums / 8,999 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.3M
  • Other$1.1M
  • Long-term disability$471K
  • Vision$265K
Total $3.1M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • THE STANDARD70%
  • CNA15%
  • VISION SERVICE PLAN9%
  • MAGELLAN HEALTHCARE3%
  • LIFESECURE INSURANCE COMPANY3%
Total $3.1M5 slices

Broker market share

Schedule A broker compensation

Split broker
45%top
  • RELATION INSURANCE SERVICES OF CA45%
  • DIGITAL INSURANCE LLC24%
  • HOLMES MURPHY & ASSOCIATES16%
  • J MANNING AND ASSOCIATES6%
  • IBENEFIT COMMUNICATION LLC5%
  • +3 more
Total $315K8 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$1.4M
Covered lives2,734
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 - THE STANDARD

Premiums$1.0M
Covered lives2,666
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

SMU BASIC GROUP LIFE INSURANCE

Fully Insured - THE STANDARD

Premiums$611K
Covered lives2,739
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$1.4M2,7342025
506SMU LONG TERM DISABILITY (LTD) AND LONG TERM CARE (LTC) PLANSFully InsuredTHE STANDARD$1.0M2,6662025
503SMU BASIC GROUP LIFE INSURANCEFully InsuredTHE STANDARD$611K2,7392025
501SMU DENTAL PLANSelf Funded-$002025
Retirement plans
Welfare plans
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