Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$334K
- Life$170K
- Long-term disability$89K
- Vision$44K
Sponsor portfolioTH
THE UNIVERSITY OF PUGET SOUND
EIN 91-0564961higher educationLatest filing 2025
Plans
3
Retirement
1
$354.1M assets
Welfare
2
$378K premiums
Participants
3,338
1500 N. WARNER STREET #1075 - TACOMA, WA 984161075253-879-3183LinkedIn11-50 employeeshigher education
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $378K premiums / 1,135 covered livesCarrier market share
Premium dollars by Schedule A carrier
84%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY84%
- VISION SERVICE PLAN12%
- CANOPY4%
Broker market share
Schedule A broker compensation
71%top
- SYNERGY ENROLLMENT AND BENEFITS LLC71%
- WATCHTOWER BENEFITS, LLC17%
- IMA, INC.8%
- PARKER SMITH & FEEK INC.3%
- EMPLOYEE NAVIGATOR, LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
UNIVERSITY OF PUGET SOUND RETIREMENT SAVINGS PLAN
403b
Assets$354.1M
Participants2,197
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507
UNIVERSITY OF PUGET SOUND FLEXIBLE BENEFIT PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$290K
Covered lives623
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
TOTAL DISABILITY INSURANCE PLAN
Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$89K
Covered lives512
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UNIVERSITY OF PUGET SOUND RETIREMENT SAVINGS PLAN | 403b | $354.1M | 2,197 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 507 | UNIVERSITY OF PUGET SOUND FLEXIBLE BENEFIT PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $290K | 623 | 2024 | |
| 504 | TOTAL DISABILITY INSURANCE PLAN | Fully Insured | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $89K | 512 | 2024 |
Retirement plans
Welfare plans