BARRY UNIVERSITY


MIAMI, FL

Business Stats

Policy History

Term Carrier Premium LCM
2023

1.424
2023

1.427
2023

1.532
2022

1.271
2022

-
2022

1.544
2022

1.088
2022

1.435
2022

1.539
2022

1.691
2022

1.880
2022

2.007
2022

1.458
2022

2.160
2022

1.600
2021

2.880
2021

-
2021

0.952
2021

0.849
2021

1.292
2021

1.691
2021

1.740
2021

2.007
2021

2.445
2021

1.458
2021

2.160
2020

-
2020

1.787
2020

1.787
2020

1.699
2020
12-01-2019

1.699

Contacts

UHRIU MVTIY
Benefits Admin
(938) 086-3255
9c294

JXDTN AWGKFU
Benefits Admin
(450) 221-0420
1d9

613
(289) 984-0375
7413

a
(697) 446-6817
16e

Industry Classification

Retirement Benefits

Financials

202120202019201820172016201520142013201220112010
BOY Assets: $ 134,396,403 $ 463,171,351 $ 50,358,725 $ 42,427,694 $ 875,823,022 $ 467,358,740 $ 757,129,243 $ 696,890,183 $ 916,556,635 $ 255,842,984 $ 694,924,315 $ 313,320,187
Liabilities: $ 0 $ 2 $ 4 $ 1,710 $ 5,478 $ 4,045 $ 22,570 $ 13,339 $ 5,647 $ 7,982
EE Contrib: $ 574 $ 53 $ 30,000 $ 68 $ 42 $ 68 $ 68,755 $ 97,051 $ 957,407 $ 96,637 $ 3,438,931 $ 571,379
Emp Contrib: $ 0 $ 446 $ 8 $ 8 $ 8 $ 8,395,002 $ 2,412,049
Income/Loss: $ 11,076,140 $ 65,986,208 $ 85,518,268($ 7,600,900) $ 45,990,596 $ 2,799,831($ 634,340) $ 121,575 $ 20,566,597 $ 3,073,159($ 9,618,320) $ 1,110,781
Total Income: $ 15,119,664 $ 49,106,449 $ 27,943,929($ 7,820,565) $ 96,202,770 $ 7,966,952 $ 6,460,371 $ 510,268 $ 89,732,923 $ 98,939,117 $ 54,973,405 $ 27,134,188
Paid Benefits: $ 9,635,318 $ 8,687,802 $ 5,068,712 $ 44,677,727 $ 5,564,561 $ 456,384 $ 4,782,143 $ 44,520,582 $ 32,001,636 $ 2,057,710 $ 6,654,555 $ 4,792,451
Expenses: $ 0 $ 4 $ 34 $ 6 $ 1 $ 0 $ 4 $ 41
  Commission: $ 456,671 $ 636,875 $ 525,438 $ 242,888 $ 416,187 $ 325,645 $ 284,963 $ 427,754 $ 277,727 $ 94,803 $ 886,090 $ 502,592
Net Income: $ 5,027,675 $ 1,341,266 $ 6,602,101($ 73,481,893) $ 6,997,316($ 90,297)($ 5,185,492)($ 4,387,963) $ 8,377,764 $ 2,358,167 $ 9,385,505 $ 9,353,117
Net Assets: $ 139,424,078 $ 86,911,979 $ 875,067,175 $ 152,032,960 $ 922,703,774 $ 660,299,868 $ 516,179,111 $ 172,040,848 $ 635,529,393 $ 574,485,394 $ 899,534,923 $ 712,824,688

Participants

202120202019201820172016201520142013201220112010
Total Participants:680991015680887555531785107392634260137298729
Active Part.:6007149972163360862196944428760677958060
Retired Part.:f402f63eb057f4f7030f0fa024
Deceased Part.:655a171265e4d406

Insurance

HTMBKIRB PDBHRDX HCSK TOOMCBVEY YU.
Renewal:12-31-2021
Covered:56
PENSION_EOY_SEP_ACCT_AMT: 0PENSION_PREM_PAID_TOT_AMT: 0

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 0
Commission $ 0
Fees $ 0
OSUKILKB YDGEEQW WDKK LRCRLZUBK CN.
Renewal:12-31-2021
Covered:334
PENSION_EOY_SEP_ACCT_AMT: 1423283PENSION_PREM_PAID_TOT_AMT: 0

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 0
Commission $ 0
Fees $ 0
USDK-SVJI
Renewal:12-31-2021
Covered:649
PENSION_EOY_SEP_ACCT_AMT: 40414166PENSION_PREM_PAID_TOT_AMT: 0

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 0
Commission $ 0
Fees $ 0

Providers

VYV ZMEBDSJVR ROYRCFFE HTU
P.O. BOX600071
RALEIGH, NC 27675
Investment advisory (plan)
Compensation:$35,047
Relation:INVESTMENT ADVISOR
WEAT
730 THIRD AVENUE
NEW YORK, NY 10017
Direct payment from the plan
Participant loan processing
Investment advisory (participants)
Compensation:$42,879
Relation:RECORDKEEPER
KCD YIWWKAGNLN BKZCWGIN
2929 ALLEN PARKWAY
HOUSTON, TX 77019
Direct payment from the plan
Participant loan processing
Investment advisory (participants)
Compensation:$48,480
Relation:RECORDKEEPER

Features

    2G - Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

    2L - Code section 403(b)(1) arrangement.

    2M - Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

    2T - Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

Health Benefits

Financials

20222021202020192018201720162015201420122011
BOY Assets: $ 0 $ 232 $ 7 $ 0 $ 3 $ 3 $ 9 $ 986 $ 4
Liabilities: $ 0 $ 7 $ 4 $ 65 $ 90,000,000 $ 94
EE Contrib: $ 0 $ 6 $ 2 $ 6 $ 36 $ 387 $ 6 $ 1
Emp Contrib: $ 0 $ 6 $ 642 $ 62 $ 3 $ 9,000 $3,000,000,000 $ 888 $ 3
Income/Loss: $ 0 $ 2 $ 5 $ 5 $ 75 $ 2 $ 3 $ 3 $ 2
Total Income: $ 0 $ 22 $ 5 $ 2 $ 9 $ 2
Paid Benefits: $ 0 $ 3 $ 1 $ 6 $ 6
Expenses: $ 0 $ 0 $ 9 $ 4 $ 9 $ 33 $ 4 $ 70 $ 5
  Commission: $ 0 $ 0 $ 9 $ 2 $ 10 $ 701 $ 8 $ 40
Net Income: $ 0 $ 7 $ 51 $ 64 $ 863 $ 0 $ 5 $ 44 $ 328
Net Assets: $ 0 $ 4 $ 7 $ 4 $ 0 $ 2 $ 86

Participants

20222021202020192018201720162015201420122011
Total Participants:78828522001642075722509650803699724
Active Part.:7882210050740483377679653946828666
Retired Part.:0373535b069023f0b
Deceased Part.:1831eb 0daed65c10d

Insurance

1
Renewal:02-05-2023
Covered:
  1. HEALTH REIMBURSEMENT ACCOUNT

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 420,800
Commission0% $ 0
Fees0% $ 0

Providers

No Providers

Features

    4A - Health (other than vision or dental).