Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE CHANCELLOR, MASTERS AND SCHOLARS OF THE UNIVERSITY OF OXFORD
EIN 98-6001062Educational ServicesLatest filing 2025
Plans
4
Retirement
3
$163.3M assets
Welfare
1
$7.4M premiums
Participants
3,127
198 MADISON AVENUE - NEW YORK, NY 100164308212-726-6000
Retirement portfolio analytics
3 plans aggregated / $163.3M assets / 2,687 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $7.4M premiums / 812 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.8M
- Prescription drug$6.8M
- Dental$395K
- Other$105K
- Life$80K
- Long-term disability$61K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
92%top
- UNITEDHEALTHCARE INSURANCE COMPANY92%
- METROPOLITAN LIFE INSURANCE COMPANY6%
- RELIANCE STANDARD LIFE INSURANCE COMPANY2%
- FIDELITY SECURITY LIFE INSURANCE COMPANY0%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
OUP USA DEFINED CONTRIBUTION RETIREMENT PLAN
MoneyPurchase
Assets$72.6M
Participants1,048
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
OUP USA TAX DEFERRED ANNUITY PLAN
403b
Assets$61.2M
Participants1,103
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
OUP USA THRIFT PLAN
403b
Assets$29.5M
Participants536
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520
OXFORD UNIVERSITY PRESS USA HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$7.4M
Covered lives812
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | OUP USA DEFINED CONTRIBUTION RETIREMENT PLAN | MoneyPurchase | $72.6M | 1,048 | 2025 | |
| 001 | OUP USA TAX DEFERRED ANNUITY PLAN | 403b | $61.2M | 1,103 | 2025 | |
| 002 | OUP USA THRIFT PLAN | 403b | $29.5M | 536 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 520 | OXFORD UNIVERSITY PRESS USA HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $7.4M | 812 | 2024 |
Retirement plans
Welfare plans