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Sponsor portfolioWelfare / HealthEIN 52-0880375

THE URBAN INSTITUTE

500 L'ENFANT PLAZA SW · WASHINGTON, DC 20024
2022615258
Plans filed
10
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$849K
No prior year
Persons covered
638
No prior year
Total participants
493
No prior year
Plans filed
10
No prior year

Plans under this sponsor

10 plans
Plan #520$849K
THE URBAN INSTITUTE HEALTH & WELFARE PLAN
Mixed638 covered·6 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #516$326K
DENTAL INSURANCE PLAN
Fully insured725 covered·1 carrier
Primary: AETNA LIFE INSURANCE CO.
Plan #504$160K
LONG-TERM DISABILITY PLAN
Fully insured608 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #502$154K
LIFE INSURANCE PLAN
Fully insured608 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #518$31K
VISION INSURANCE PLAN
Fully insured519 covered·1 carrier
Primary: FIDELITY SECURITY LIFE INSURANCE COMPANY
Plan #503$26K
ACCIDENTAL DEATH & DISMEMBERMENT PLAN
Fully insured608 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #519$13K
GROUP LEGAL PLAN
Fully insured106 covered·1 carrier
Primary: ARAG INSURANCE COMPANY
Plan #505$2K
TRAVEL ACCIDENT PLAN
Fully insured663 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #506$0
THE URBAN INSTITUTE HEALTH PLAN
Self-funded0 covered·0 carriers
Plan #512$0
THE URBAN INSTITUTE FLEXIBLE SPENDING ACCOUNT PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$495K30.2%
Life$429K26.2%
Long-term disability$364K22.2%
Dental$321K19.5%
Vision$33K2.0%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 042381280
LLTDOth
$478K56.3%15483
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
D
$321K37.8%11638
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
V
$33K3.9%12441
ARAG INSURANCE COMPANY
EIN 421338303
Oth
$14K1.6%1188
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
Oth
$3K0.4%11477

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MERCER HEALTH AND BENEFITS, LLCCHICAGO, ILUNUM LIFE INSURANCE COMPANY OF AMERICA, ARAG INSURANCE COMPANY, UNUM INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA, METROPOLITAN LIFE INSURANCE COMPANY$90K$11K$101K100.0%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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