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Sponsor portfolioTH

THE UNIVERSITY OF NEW MEXICO FOUNDATION

EIN 85-0275408-education management-Latest filing 2025
Plans
2
Retirement
1
$18.1M assets
Welfare
1
$130K premiums
Participants
239
700 LOMAS BLVD NE, TWO WOODWARD CENTER - ALBUQUERQUE, NM 87102unmfund.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filings
#001403b-$18.1M - 136 part#505Mixed-$130K - 151 lives

Benefits portfolio analytics

1 plan / $130K premiums / 151 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$65K
  • Other$58K
  • Life$47K
  • Long-term disability$47K
  • Vision$7K
Total $130K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • UNITED CONCORDIA INSURANCE COMPANY50%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY36%
  • ALLSTATE8%
  • EYEMED VISION CARE5%
Total $130K4 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • HUB INTERNATIONAL MIDWEST LIMITED98%
  • AON CONSULTING INC1%
  • ROBERT M GORDON1%
Total $15K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE UNIVERSITY OF NEW MEXICO FOUNDATION 403(B)

403b

Assets$18.1M
Participants136
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#505

HEALTH AND WELFARE BENEFIT PLANS

Mixed - UNITED CONCORDIA INSURANCE COMPANY

Premiums$130K
Covered lives151
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE UNIVERSITY OF NEW MEXICO FOUNDATION 403(B)403b$18.1M1362024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505HEALTH AND WELFARE BENEFIT PLANSMixedUNITED CONCORDIA INSURANCE COMPANY$130K1512025
Retirement plans
Welfare plans
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