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Sponsor portfolioTH

THE CULVER EDUCATIONAL FOUNDATION

EIN 35-0868071-Educational Services-Latest filing 2025
Plans
3
Retirement
2
$101.9M assets
Welfare
1
$230K premiums
Participants
1,785
1300 ACADEMY ROAD - CULVER, IN 465111291574-842-7000
Plans on this EIN
3 filings
#002403b-$80.8M - 816 part#001TraditionalDB-$21.1M - 470 part#501Mixed-$230K - 381 lives

Retirement portfolio analytics

2 plans aggregated / $101.9M assets / 1,286 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • CONTRIBUTION RETIREMENT PLAN (#002)79%
  • FOUNDATION RETIREMENT PLAN (#001)21%
Total $101.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTION RETIREMENT PLAN (#002)816
  • FOUNDATION RETIREMENT PLAN (#001)470
Total 1,286Click row to drill in

Benefits portfolio analytics

1 plan / $230K premiums / 381 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$230K
  • Long-term disability$230K
  • Other$230K
Total $230K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • HARTFORD LIFE AND ACCIDENT100%
Total $230K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $23K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CULVER EDUCATIONAL FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$80.8M
Participants816
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CULVER EDUCATIONAL FOUNDATION RETIREMENT PLAN

TraditionalDB

Assets$21.1M
Participants470
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE CULVER EDUCATIONAL FOUNDATION WELFARE BENEFIT PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$230K
Covered lives381
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CULVER EDUCATIONAL FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN403b$80.8M8162025
001CULVER EDUCATIONAL FOUNDATION RETIREMENT PLANTraditionalDB$21.1M4702024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE CULVER EDUCATIONAL FOUNDATION WELFARE BENEFIT PLANMixedHARTFORD LIFE AND ACCIDENT$230K3812025
Retirement plans
Welfare plans
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