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Sponsor portfolioWelfare / HealthEIN 04-2105776

ASSUMPTION UNIVERSITY

500 SALISBURY STREET · WORCESTER, MA 01609
5087677599
Plans filed
1
Years active
2015–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$4.4M
No prior year
Persons covered
403
No prior year
Total participants
352
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$4.4M
ASSUMPTION UNIVERSITY EMPLOYEE BENEFITS PLAN
Fully insured403 covered·3 carriers
Primary: HARVARD PILGRIM HEALTH CARE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$4.0M83.1%
Dental$182K3.7%
Vision$182K3.7%
Life$151K3.1%
Long-term disability$151K3.1%
Other$151K3.1%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HARVARD PILGRIM HEALTH CARE
EIN 042452600
H
$4.0M92.4%19310
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DV
$182K4.2%11403
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LLTDOth
$151K3.5%11346

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
RISK STRATEGIES COMPANYBOSTON, MAHARVARD PILGRIM HEALTH CARE$33K$15K$48K51.6%1
RSC INSURANCE BROKERAGE INCCLEVELAND, OHPRINCIPAL LIFE INSURANCE COMPANY, HARTFORD LIFE AND ACCIDENT$24K$335$24K26.2%1
SELMAN & COMPANY, LLCCLEVELAND, OHPRINCIPAL LIFE INSURANCE COMPANY, HARTFORD LIFE AND ACCIDENT$0$13K$13K14.4%1
ASSUREDPARTNERSBLUE BELL, PAPRINCIPAL LIFE INSURANCE COMPANY, HARTFORD LIFE AND ACCIDENT$4K$4K$7K7.8%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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