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  2. THE UNIVERSITY OF PHOENIX, INC.
Sponsor portfolioTH

THE UNIVERSITY OF PHOENIX, INC.

EIN 94-2473210-higher education-Latest filing 2024
Plans
4
Retirement
1
$586.0M assets
Welfare
3
$6.8M premiums
Participants
16,188
4035 S. RIVERPOINT PARKWAY - PHOENIX, AZ 85040800-990-2765phoenix.eduLinkedIn5001-10000 employeeshigher education
Plans on this EIN
4 filings
#001401k-$586.0M - 9,570 part#501Fully Insured-$5.1M - 6,047 lives#503Fully Insured-$1.8M - 6,047 lives#504Self Funded-0 lives

Benefits portfolio analytics

3 plans / $6.8M premiums / 12,094 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.2M
  • Life$2.9M
  • Long-term disability$2.6M
  • Short-term disability$2.5M
  • Vision$2.4M
  • Dental$1.9M
  • +1 more
Total $6.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • METROPOLITAN LIFE INSURANCE COMPANY62%
  • SUN LIFE ASSURANCE COMPANY OF CANADA27%
  • KAISER FOUNDATION HEALTH PLAN INC6%
  • BLUE CROSS OF CALIFORNIA2%
  • UPRISE HEALTH2%
  • +1 more
Total $6.8M6 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • ALLIANT INSURANCE SERVICES, INC.92%
  • EMPYREAN INSURANCE SERVICES, INC.8%
Total $501K2 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 PHOENIX, INC. SAVINGS AND INVESTMENT PLAN

401k

Assets$586.0M
Participants9,570
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE UNIVERSITY OF PHOENIX, INC. MEDICAL PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$5.1M
Covered lives6,047
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

THE UNIVERSITY OF PHOENIX, INC. LIFE/AD&D AND DISABILITY PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$1.8M
Covered lives6,047
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

THE UNIVERSITY OF PHOENIX, INC. SEVERANCE PAY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE UNIVERSITY OF PHOENIX, INC. SAVINGS AND INVESTMENT PLAN401k$586.0M9,5702024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE UNIVERSITY OF PHOENIX, INC. MEDICAL PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$5.1M6,0472024
503THE UNIVERSITY OF PHOENIX, INC. LIFE/AD&D AND DISABILITY PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$1.8M6,0472024
504THE UNIVERSITY OF PHOENIX, INC. SEVERANCE PAY PLANSelf Funded-$002024
Retirement plans
Welfare plans
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