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Sponsor portfolioWelfare / HealthEIN 75-0800689

SOUTHERN METHODIST UNIVERSITY

3140 DYER ST MS261 · DALLAS, TX 752750261
2147682004
Plans filed
5
Years active
2015–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$3.1M
No prior year
Persons covered
8,139
No prior year
Total participants
16,092
No prior year
Plans filed
5
No prior year

Plans under this sponsor

5 plans
Plan #507$3.2M
EMERITI RETIREE HEALTH PLAN FOR SOUTHERN METHODIST UNIVERSITY
Fully insured860 covered·1 carrier
Primary: AETNA LIFE INSURANCE COMPANY
Plan #502$1.4M
SOUTHERN METHODIST UNIVERSITY MEDICAL AND OTHER PLANS
Mixed2,734 covered·7 carriers
Primary: THE STANDARD SUPP
Plan #506$1.0M
SMU LONG TERM DISABILITY (LTD) AND LONG TERM CARE (LTC) PLANS
Fully insured2,666 covered·3 carriers
Primary: THE STANDARD
Plan #503$611K
SMU BASIC GROUP LIFE INSURANCE
Fully insured2,739 covered·1 carrier
Primary: THE STANDARD
Plan #501$0
SMU DENTAL PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$1.3M41.7%
Other$1.1M34.4%
Long-term disability$471K15.3%
Vision$265K8.6%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE STANDARD
EIN 930242990
LLTDOth
$2.2M70.4%376,374
CNA
EIN 362114545
Oth
$470K15.3%11294
VISION SERVICE PLAN
EIN 061227840
V
$265K8.6%111,999
MAGELLAN HEALTHCARE
EIN 522135463
Oth
$90K2.9%112,734
LIFESECURE INSURANCE COMPANY
EIN 750956156
Oth
$87K2.8%1165

Broker overview

8 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
RELATION INSURANCE SERVICES OF CADALLAS, TXTHE STANDARD, THE STANDARD DEP LIFE, THE STANDARD AD&D, THE STANDARD SUPP, THE STANDARD TEMPORARY DISABILITY (SHORT TERM)$129K$14K$143K45.5%3
DIGITAL INSURANCE LLCATLANTA, GATHE STANDARD VOLUNTARY (HI,CI,AI)$76K$0$76K24.2%1
HOLMES MURPHY & ASSOCIATESDALLAS, TXVSP$5K$45K$50K15.9%1
J MANNING AND ASSOCIATESCHICAGO, ILCNA$20K$0$20K6.5%1
IBENEFIT COMMUNICATION LLCCHARLOTTE, NCTHE STANDARD VOLUNTARY (HI,CI,AI)$16K$0$16K5.1%1
JERRY MANNINGCHICAGO, ILLIFESECURE INSURANCE COMPANY$5K$0$5K1.5%1
SENIOR COMMISSION FUNDING LLCFORT MYERS, FLLIFESECURE INSURANCE COMPANY$2K$0$2K0.8%1
DMS INSURANCE AGENCY OF TEXAS LLCDALLAS, TXLIFESECURE INSURANCE COMPANY$2K$0$2K0.6%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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