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Sponsor portfolio

UNIVERSITY OF ARIZONA FOUNDATION

EIN 86-6050388-fund-raising-Latest filing 2025
Plans
2
Retirement
1
$14.6M assets
Welfare
1
$768K premiums
Participants
326
1111 N. CHERRY AVENUE - TUCSON, AZ 85719520-626-4059uafoundation.orgLinkedIn201-500 employeesfund-raising
Plans on this EIN
2 filings
#100401k-$14.6M - 171 part#501Fully Insured-$768K - 261 lives

Benefits portfolio analytics

1 plan / $768K premiums / 261 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$768K
  • Health$515K
  • Prescription drug$515K
  • Dental$241K
  • Vision$241K
  • Life$241K
  • +2 more
Total $768K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY67%
  • PRINCIPAL LIFE INSURANCE COMPANY31%
  • HEALTH ADVOCATE SOLUTIONS, INC.1%
Total $768K3 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • CREST INSURANCE GROUP LLC83%
  • GIS BENEFITS INC17%
Total $138K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#100

THE UNIVERSITY OF ARIZONA FOUNDATION 401(K) PLAN

401k

Assets$14.6M
Participants171
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNIVERSITY OF ARIZONA FOUNDATION EMPLOYEE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$768K
Covered lives261
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
100THE UNIVERSITY OF ARIZONA FOUNDATION 401(K) PLAN401k$14.6M1712025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNIVERSITY OF ARIZONA FOUNDATION EMPLOYEE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$768K2612025
Retirement plans
Welfare plans
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