Form 5500 · Employee benefit plan · LOUISVILLE, KY
SULLIVAN UNIVERSITY SYSTEM, INC.
SULLIVAN UNIVERSITY SYSTEM, INC. of LOUISVILLE, KY is a 440-participant education employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is RH CLARKSON FINANCIAL SERVICES INC. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY and 6 other carriers. The plan's most recent policy period ended in February.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 61-0596564 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 8 insured contracts covering health, dental, vision, life and disability; the largest, with CIGNA HEALTH AND LIFE INSURANCE COMPANY, covers 236 people.
Reported premium across the insured contracts is $2,340,748, with $92,641 in disclosed broker commissions — about 4% of premium.
The most recent policy period ended in February, and the plan year ends February 28. Group contracts typically renew on that annual cycle.
RH CLARKSON FINANCIAL SERVICES INC is the broker of record on 4 of the 8 contracts; the rest name a different broker or none.
7 carriers appear on the filing — CIGNA HEALTH AND LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, AMERICAN UNITED LIFE INSURANCE COMPANY and COLONIAL LIFE & ACCIDENT INSURANCE COMPANY among them — with CIGNA HEALTH AND LIFE INSURANCE COMPANY writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health | 236 | February | $2,045,422 | $61,363 |
| AMERICAN UNITED LIFE INSURANCE COMPANY | Disability | 147 | February | $65,364 | $9,805 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Dental | 185 | February | $70,230 | $6,883 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | Life, Disability | 36 | February | $29,804 | $6,048 |
| METROPOLITAN LIFE INSURANCE COMPANY | Life | 375 | February | $87,072 | $5,642 |
| HUMANA THE DENTAL CONCERN | Health, Vision | 169 | February | $22,086 | $1,963 |
| METLIFE LEGAL PLANS | — | 32 | February | $7,002 | $661 |
| LIFESECURE INSURANCE COMPANY | — | 5 | February | $13,768 | $276 |
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