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Sponsor portfolioWelfare / HealthEIN 13-3508093

IONA UNIVERSITY

715 NORTH AVENUE · NEW ROCHELLE, NY 10801
9146332000
Plans filed
4
Years active
2015–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$934K
No prior year
Persons covered
2,316
No prior year
Total participants
1,687
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #507$337K
IONA UNIVERSITY DENTAL PLAN
Fully insured684 covered·1 carrier
Primary: AETNA LIFE INSURANCE CO.
Plan #506$297K
IONA UNIVERSITY HEALTH PLAN
Fully insured797 covered·2 carriers
Primary: AETNA LIFE INSURANCE CO.
Plan #502$218K
IONA UNIVERSITY LIFE INSURANCE PLAN
Fully insured322 covered·1 carrier
Primary: PRUDENTIAL INSURANCE COMPANY OF AMERICA
Plan #504$81K
IONA UNIVERSITY LONG TERM DISABILITY PLAN
Fully insured513 covered·1 carrier
Primary: PRUDENTIAL INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$337K23.8%
Health$265K18.7%
Prescription drug$265K18.7%
Life$218K15.4%
Other$218K15.4%
Long-term disability$81K5.7%
Vision$32K2.3%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HRxD
$602K64.5%22764
PRUDENTIAL INSURANCE COMPANY OF AMERICA
EIN 221211670
LLTDOth
$300K32.1%22835
ANTHEM LIFE INSURANCE COMPANY
EIN 237391136
V
$32K3.5%11797

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MERCER HEALTH AND BENEFITS, LLCCHICAGO, ILAETNA LIFE INSURANCE CO., PRUDENTIAL INSURANCE COMPANY OF AMERICA, ANTHEM BLUE CROSS AND BLUE SHIELD$43K$4K$48K99.9%4
IMGINDIANAPOLIS, INPRUDENTIAL INSURANCE COMPANY OF AMERICA$0$71$710.1%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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