Form 5500 · Employee benefit plan · SAN JUAN
SISTEMA UNIVERSITARIO ANA G MENDEZ
The filing calls this plan SISTEMA UNIVERSITARIO ANA G MENDEZ GROUP LIFE.
SISTEMA UNIVERSITARIO ANA G MENDEZ of SAN JUAN, PR is a 1,226-participant professional services employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is OLYMPIC AGENCY INC. Coverage is written through UNIVERSAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in July.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 66-0201206 · plan 503 · plan year 2025, filed Nov 4, 2025
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25 other employer plans in the U.S. have policy years ending in July. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
One contract on this filing does not say which benefits it covers, so a line above may be insured by it.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
The filing declares life. Life appears with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on the contract here that does not say what it covers.
Reported premium across the insured contracts is $210,669, with $21,067 in disclosed broker commissions — about 10% of premium.
The most recent policy period ended in July, and the plan year ends July 31. Group contracts typically renew on that annual cycle.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNIVERSAL LIFE INSURANCE COMPANY | — | 1,279 | Aug 1, 2025 | $210,669 | $21,067 |
Premium and claims on this contract
UNIVERSAL LIFE INSURANCE COMPANY, contract 06010064. For the contract year on this filing, the carrier reported $210,669 in premium earned and $130,000 in claims incurred. Dividing one by the other gives 62%.
- UNIVERSAL LIFE INSURANCE COMPANY, contract 06010064 reported $21,067 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Reported to OSHA
Reported to OSHA for 2025: 3,903 employees, 41 recordable cases, 361 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
How this plan compares
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Renewal calendar
25 other employer plans in the U.S. are August 1 renewals (policy year ends July).
Their policy years end in July, like this plan’s, so most renew August 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.
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