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Sponsor portfolioWelfare / HealthEIN 23-7179567

MOUNT ST. JOSEPH UNIVERSITY

5701 DELHI ROAD · CINCINNATI, OH 45233
5132444393
Plans filed
1
Years active
2015–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$323K
No prior year
Persons covered
542
No prior year
Total participants
327
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$323K
MOUNT ST. JOSEPH UNIVERSITY HEALTH & WELFARE BENEFITS PLAN
Mixed542 covered·3 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$183K33.0%
Life$115K20.8%
Long-term disability$115K20.8%
Other$115K20.8%
Vision$25K4.5%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
D
$183K56.5%11542
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LLTDOth
$115K35.7%11323
COMMUNITY INSURANCE COMPANY
EIN 311440175
V
$25K7.8%11375

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCDAYTON, OHUNITED OF OMAHA LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, COMMUNITY INSURANCE COMPANY$28K$9K$37K100.0%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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