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  2. FAIRLEIGH DICKINSON UNIVERSITY
Sponsor portfolioTH

FAIRLEIGH DICKINSON UNIVERSITY

EIN 22-1494434-higher education-Latest filing 2025
Plans
3
Retirement
2
$525.6M assets
Welfare
1
$1.1M premiums
Participants
5,972
1000 RIVER ROAD H-DH3-05, H-DH3-05 - TEANECK, NJ 07666201-692-2704fdu.eduLinkedIn1001-5000 employeeshigher education
Plans on this EIN
3 filings
#003403b-$387.3M - 2,315 part#005403b-$138.3M - 2,619 part#508Mixed-$1.1M - 1,497 lives

Retirement portfolio analytics

2 plans aggregated / $525.6M assets / 4,934 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • DEFINED CONTRIBUTION PLAN (#003)74%
  • DEFERRED ANNUITY PLAN (#005)26%
Total $525.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • TIAA100%
Total $525.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFERRED ANNUITY PLAN (#005)2,619
  • DEFINED CONTRIBUTION PLAN (#003)2,315
Total 4,934Click row to drill in

Benefits portfolio analytics

1 plan / $1.1M premiums / 1,497 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$693K
  • Other$447K
  • Life$432K
  • Long-term disability$432K
Total $1.1M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • DELTA DENTAL OF CALIFORNIA61%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA38%
  • ZURICH AMERICAN INSURANCE COMPANY1%
Total $1.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • MERCER HEALTH AND BENEFITS, LLC94%
  • CROWN RISK MANAGEMENT, LLC6%
Total $64K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

FAIRLEIGH DICKINSON UNIVERSITY DEFINED CONTRIBUTION PLAN

403b

Assets$387.3M
Participants2,315
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

FAIRLEIGH DICKINSON UNIVERSITY TAX DEFERRED ANNUITY PLAN

403b

Assets$138.3M
Participants2,619
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

FAIRLEIGH DICKINSON UNIVERSITY EMPLOYEE BENEFIT PLAN

Mixed - DELTA DENTAL OF NEW JERSEY, INC.

Premiums$1.1M
Covered lives1,497
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003FAIRLEIGH DICKINSON UNIVERSITY DEFINED CONTRIBUTION PLAN403b$387.3M2,3152024
005FAIRLEIGH DICKINSON UNIVERSITY TAX DEFERRED ANNUITY PLAN403b$138.3M2,6192024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
508FAIRLEIGH DICKINSON UNIVERSITY EMPLOYEE BENEFIT PLANMixedDELTA DENTAL OF NEW JERSEY, INC.$1.1M1,4972025
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