PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ANTIOCH UNIVERSITY
Sponsor portfolio

ANTIOCH UNIVERSITY

EIN 31-0536640-Latest filing 2025
Plans
3
Retirement
2
$190.6M assets
Welfare
1
$6.8M premiums
Participants
2,707
900 DAYOTN STREET - YELLOW SPRINGS, OH 45387937-769-1375
Plans on this EIN
3 filings
#001403b-$182.0M - 1,729 part#003403b-$8.6M - 345 part#506Mixed-$6.8M - 690 lives

Retirement portfolio analytics

2 plans aggregated / $190.6M assets / 2,074 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • AND FACULTY EMPLOYEES (#001)95%
  • FOR STAFF EMPLOYEES (#003)5%
Total $190.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • TIAA100%
Total $190.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND FACULTY EMPLOYEES (#001)1,729
  • FOR STAFF EMPLOYEES (#003)345
Total 2,074Click row to drill in

Benefits portfolio analytics

1 plan / $6.8M premiums / 690 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.6M
  • Vision$257K
  • Life$257K
  • Long-term disability$257K
  • Other$257K
Total $6.8M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • COMMUNITY INSURANCE COMPANY91%
  • KAISER FOUNDATION HEALTH PLAN INC5%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
Total $6.8M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $130K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ANTIOCH UNIVERSITY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN FOR ADMINISTRATIVE ASSOCIATE , ADMINISTRATIVE AND FACULTY EMPLOYEES

403b

Assets$182.0M
Participants1,729
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ANTIOCH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TDA FOR STAFF EMPLOYEES

403b

Assets$8.6M
Participants345
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

ANTIOCH UNIVERSITY HEALTH & WELFARE PLAN

Mixed - COMMUNITY INSURANCE COMPANY

Premiums$6.8M
Covered lives690
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ANTIOCH UNIVERSITY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN FOR ADMINISTRATIVE ASSOCIATE , ADMINISTRATIVE AND FACULTY EMPLOYEES403b$182.0M1,7292024
003ANTIOCH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TDA FOR STAFF EMPLOYEES403b$8.6M3452024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506ANTIOCH UNIVERSITY HEALTH & WELFARE PLANMixedCOMMUNITY INSURANCE COMPANY$6.8M6902025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica