Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
UNIVERSITY OF NOTRE DAME DU LAC
EIN 35-0868188higher educationLatest filing 2025
Plans
5
Retirement
2
$2.83B assets
Welfare
3
$12.0M premiums
Participants
31,582
CONTROLLER'S OFFICE, 724 GRACE HALL - NOTRE DAME, IN 465565612574-631-7575dulac.nd.eduLinkedIn1-10 employeeshigher education
Retirement portfolio analytics
2 plans aggregated / $2.83B assets / 16,561 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $12.0M premiums / 17,343 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$5.0M
- Life$2.9M
- Other$2.2M
- Vision$1.5M
- Long-term disability$1.4M
- Health$495K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
38%top
- DELTA DENTAL OF CALIFORNIA38%
- SECURIAN LIFE INSURANCE COMPANY24%
- STANDARD INSURANCE COMPANY12%
- RELIASTAR LIFE INSURANCE COMPANY10%
- FIDELITY SECURITY LIFE INSURANCE COMPANY8%
- +3 more
Broker market share
Schedule A broker compensation
33%top
- BENE RE LLC33%
- LOCKTON COMPANIES, LLC33%
- SAUL R LOCKER25%
- GATEWAY BENEFITS DBA THE8%
- AON CONSULTING INC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN
403b
Assets$2.61B
Participants14,314
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
UNIVERSITY OF NOTRE DAME EMPLOYEES' PENSION PLAN
TraditionalDB
Assets$224.4M
Participants2,247
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
UNIVERSITY OF NOTRE DAME DU LAC GROUP BENEFITS PLAN
Fully Insured - MINNESOTA LIFE INSURANCE COMPANY
Premiums$12.0M
Covered lives10,794
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
UNIVERSITY OF NOTRE DAME DU LAC TRAVEL ACCIDENT INSURANCE PLAN
Fully Insured - NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA
Premiums$22K
Covered lives6,549
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512
UNIVERSITY OF NOTRE DAME DU LAC BENEFIT PLAN FOR RETIREES
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN | 403b | $2.61B | 14,314 | 2024 | |
| 001 | UNIVERSITY OF NOTRE DAME EMPLOYEES' PENSION PLAN | TraditionalDB | $224.4M | 2,247 | 2025 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | UNIVERSITY OF NOTRE DAME DU LAC GROUP BENEFITS PLAN | Fully Insured | MINNESOTA LIFE INSURANCE COMPANY | $12.0M | 10,794 | 2024 | |
| 505 | UNIVERSITY OF NOTRE DAME DU LAC TRAVEL ACCIDENT INSURANCE PLAN | Fully Insured | NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA | $22K | 6,549 | 2024 | |
| 512 | UNIVERSITY OF NOTRE DAME DU LAC BENEFIT PLAN FOR RETIREES | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans