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Sponsor portfolioWelfare / HealthEIN 37-1622521

UNIVERSITY VILLAGE RETIREMENT COMMUNITY, LLC

8555 SOUTH LEWIS AVENUE · TULSA, OK 74137
9182992661
Plans filed
2
Years active
2016–2024
Industry
NAICS 62
Latest filing
2024
Total premiums (latest)
$516K
No prior year
Persons covered
142
No prior year
Total participants
98
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$516K
UNIVERSITY VILLAGE RETIREMENT COMMUNITY WELFARE BENEFIT PLAN
Fully insured142 covered·3 carriers
Primary: COMMUNITYCARE
Plan #505$0
UNIVERSITY VILLAGE RETIREMENT COMMUNITY MEDICAL DEDUCTIBLE HEALTH REIMBURSEMENT ARRANGEMENT
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$452K39.7%
Prescription drug$452K39.7%
Vision$42K3.7%
Life$42K3.7%
Short-term disability$42K3.7%
Long-term disability$42K3.7%
Other$42K3.7%
Dental$22K2.0%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
COMMUNITY CARE
EIN 731433979
HRx
$452K87.5%1171
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
VLSTDLTDOth
$42K8.2%11142
DELTA DENTAL OF CALIFORNIA
EIN 237322578
D
$22K4.4%1149

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDTULSA, OKTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, DELTA DENTAL, COMMUNITYCARE$8K$20K$28K100.0%1

History & trajectory

9 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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