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Sponsor portfolioWelfare / HealthEIN 41-1557799

UNIVERSITY FINANCIAL CORP. DBA SUNRISE BANKS

2525 WABASH AVENUE · SAINT PAUL, MN 55114
6512592268
Plans filed
1
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$3.9M
No prior year
Persons covered
473
No prior year
Total participants
358
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$3.9M
UNIVERSITY FINANCIAL CORP. FLEXIBLE BENEFIT PLAN
Fully insured473 covered·3 carriers
Primary: MEDICA INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$3.8M32.4%
Health$3.5M30.0%
Prescription drug$3.5M30.0%
Life$293K2.5%
Short-term disability$293K2.5%
Long-term disability$293K2.5%
Vision$25K0.2%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
MEDICA INSURANCE COMPANY
EIN 411490988
HRxOth
$3.5M91.8%11473
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LSTDLTDOth
$293K7.6%11357
EYEMED VISION CARE
EIN 430949844
V
$25K0.7%11395

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VAEYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., LIFE INSURANCE COMPANY OF NORTH AMERICA, MEDICA INSURANCE COMPANY$110K$0$110K55.8%1
GALLAGHER BENEFIT SERVICES, INC.ARLINGTON HEIGHTS, ILEYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., LIFE INSURANCE COMPANY OF NORTH AMERICA, MEDICA INSURANCE COMPANY$79K$9K$87K44.2%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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