Plan #	Name	Funding	Carrier	Premiums	Covered	Latest year
501	THE UNIVERSITY OF PHOENIX, INC. MEDICAL PLAN	Fully Insured	RELIASTAR LIFE INSURANCE COMPANY	$7.6M	81,663	2025
503	THE UNIVERSITY OF PHOENIX, INC. LIFE/AD&D AND DISABILITY PLAN	Fully Insured	METROPOLITAN LIFE INSURANCE COMPANY	$2.2M	6,017	2025
504	THE UNIVERSITY OF PHOENIX, INC. SEVERANCE PAY PLAN	Self Funded	-	$0	0	2025

Retirement plans

Welfare plans

Sponsor portfolioTH

THE UNIVERSITY OF PHOENIX, INC.

EIN 94-2473210higher educationLatest filing 2025

Plans

Retirement

$586.0M assets

Welfare

$9.8M premiums

Participants

16,089

4035 S. RIVERPOINT PARKWAY, MAIL STOP CF-K703 - PHOENIX, AZ 85040602-557-7824phoenix.eduLinkedIn5001-10000 employeeshigher education

Plans on this EIN

4 filings

#001401k-$586.0M - 9,570 part #501Fully Insured-$7.6M - 81,663 lives #503Fully Insured-$2.2M - 6,017 lives #504Self Funded-0 lives

Benefits portfolio analytics

3 plans / $9.8M premiums / 87,680 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Other$5.7M
Life$3.0M
Long-term disability$3.0M
Short-term disability$2.7M
Dental$1.8M
Health$614K
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

46%top

METROPOLITAN LIFE INSURANCE COMPANY46%
RELIASTAR LIFE INSURANCE COMPANY24%
SUN LIFE ASSURANCE COMPANY OF CANADA18%
KAISER FOUNDATION HEALTH PLAN INC4%
EYEMED VISION CARE3%
+3 more

Broker market share

Schedule A broker compensation

Split broker

75%top

ALLIANT INSURANCE SERVICES, INC.75%
BENEFIT ADVISORS SERVICES GROUP LLC24%
EMPYREAN INSURANCE SERVICES, INC.1%
RINGMASTER INSURANCE AGENCY LLC0%
JARDINE LLYOD THOMPSON LLC0%

Plan deep-dives

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

Retirement#001