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Sponsor portfolioTH

DEPAUW UNIVERSITY

EIN 35-0869045-higher education-Latest filing 2025
Plans
3
Retirement
1
$251.6M assets
Welfare
2
$2.3M premiums
Participants
2,961
313 SOUTH LOCUST STREET - GREENCASTLE, IN 46135765-658-4161depauw.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
3 filings
#001403b-$251.6M - 1,834 part#516Fully Insured-$1.3M - 1,120 lives#502Mixed-$1.0M - 1,129 lives

Benefits portfolio analytics

2 plans / $2.3M premiums / 2,249 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$549K
  • Life$416K
  • Long-term disability$416K
  • Other$416K
  • Vision$68K
Total $1.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • DELTA DENTAL OF CALIFORNIA53%
  • SUN LIFE ASSURANCE COMPANY OF CANADA40%
  • ANTHEM LIFE INSURANCE COMPANY7%
Total $1.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • LOCASCIO HADDEN & DENNIS LLC90%
  • WATCHTOWER TECHNOLOGIES INC10%
Total $69K2 slices

Plan deep-dives

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

DEPAUW UNIVERSITY RETIREMENT PLAN

403b

Assets$251.6M
Participants1,834
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#516

DEPAUW UNIVERSITY RETIREE WELFARE BENEFIT PLAN

Fully Insured - UNITED AMERICAN INSURANCE COMPANY - MCKINNEY

Premiums$1.3M
Covered lives1,120
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

GROUP INSURANCE PLAN FOR EMPLOYEES OF DEPAUW UNIVERSITY

Mixed - DELTA DENTAL OF INDIANA

Premiums$1.0M
Covered lives1,129
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DEPAUW UNIVERSITY RETIREMENT PLAN403b$251.6M1,8342024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
516DEPAUW UNIVERSITY RETIREE WELFARE BENEFIT PLANFully InsuredUNITED AMERICAN INSURANCE COMPANY - MCKINNEY$1.3M1,1202024
502GROUP INSURANCE PLAN FOR EMPLOYEES OF DEPAUW UNIVERSITYMixedDELTA DENTAL OF INDIANA$1.0M1,1292025
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