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Sponsor portfolioWelfare / HealthEIN 11-1630900

ASSOCIATED UNIVERSITIES, INC.

2650 PARK TOWER DRIVE · VIENNA, VA 22180
2024621676
Plans filed
3
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$617K
No prior year
Persons covered
2,038
No prior year
Total participants
646
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #502$617K
AUI EMPLOYEE WELFARE BENEFIT PLAN
Mixed2,038 covered·4 carriers
Primary: LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #503$0
ASSOCIATED UNIVERSITIES INC. RETIREE MEDICAL PLAN
Self-funded0 covered·0 carriers
Plan #501$0
ASSOCIATED UNIVERSITIES INC. COMPREHENSIVE MEDICAL INSURANCE PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$345K35.0%
Life$337K34.1%
Long-term disability$224K22.7%
Vision$82K8.3%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LLTDOth
$494K80.1%12597
ANTHEM LIFE INSURANCE COMPANY
EIN 540357120
V
$82K13.2%112,038
DELAWARE AMERICAN LIFE INSURANCE COMPANY
EIN 510104167
LLTDOth
$33K5.4%1113
ACE AMERICAN INSURANCE COMPANY
EIN 952371728
Oth
$8K1.3%11615

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MERCER HEALTH AND BENEFITS, LLCCHICAGO, ILLINCOLN NATIONAL LIFE INSURANCE COMPANY, DELAWARE AMERICAN LIFE INSURANCE COMPANY$5K$8K$13K88.0%1
LOCKTON COMPANIES, LLCKANSAS CITY, MOACE AMERICAN INSURANCE COMPANY$2K$146$2K12.0%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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