Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$264K
- Dental$262K
- Vision$262K
- Life$225K
- Short-term disability$225K
- Long-term disability$225K
Sponsor portfolioTH
INDIANA UNIVERSITY FOUNDATION
EIN 35-6018940fund-raisingLatest filing 2025
Plans
2
Retirement
1
$81.0M assets
Welfare
1
$525K premiums
Participants
1,017
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $525K premiums / 609 covered livesCarrier market share
Premium dollars by Schedule A carrier
50%top
- DELTA DENTAL OF CALIFORNIA50%
- AMERICAN UNITED LIFE INSURANCE COMPANY43%
- UNITED HEALTHCARE INSURANCE COMPANY7%
- LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Broker market share
Schedule A broker compensation
52%top
- RONALD F REMAK INSURANCE INC52%
- CHRISTOPHER S. ORBAUGH35%
- HYLANT GROUP INC13%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
INDIANA UNIVERSITY FOUNDATION, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN
403b
Assets$81.0M
Participants646
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
INDIANA UNIVERSITY FOUNDATION WELFARE BENEFIT PLAN
Mixed - DELTA DENTAL OF INDIANA
Premiums$525K
Covered lives609
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INDIANA UNIVERSITY FOUNDATION, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN | 403b | $81.0M | 646 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | INDIANA UNIVERSITY FOUNDATION WELFARE BENEFIT PLAN | Mixed | DELTA DENTAL OF INDIANA | $525K | 609 | 2025 |
Retirement plans
Welfare plans