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Sponsor portfolioTH

AUGUSTANA COLLEGE

EIN 36-2166962-higher education-Latest filing 2025
Plans
4
Retirement
2
$220.0M assets
Welfare
2
$454K premiums
Participants
2,732
639 38TH STREET - ROCK ISLAND, IL 612012210309-794-7352augustana.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
4 filings
#003403b-$129.7M - 989 part#007MoneyPurchase-$90.2M - 645 part#509Mixed-$454K - 652 lives#511Unknown-0 lives

Retirement portfolio analytics

2 plans aggregated / $220.0M assets / 1,634 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • COLLEGE RETIREMENT PLAN (#003)59%
  • CONTRIBUTION RETIREMENT PLAN (#007)41%
Total $220.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
59%top
  • TIAA59%
  • (Not disclosed)41%
Total $220.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COLLEGE RETIREMENT PLAN (#003)989
  • CONTRIBUTION RETIREMENT PLAN (#007)645
Total 1,634Click row to drill in

Benefits portfolio analytics

2 plans / $454K premiums / 652 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$238K
  • Vision$238K
  • Life$138K
  • Long-term disability$52K
Total $454K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • METROPOLITAN LIFE INSURANCE COMPANY52%
  • STANDARD INSURANCE COMPANY48%
Total $454K2 slices

Broker market share

Schedule A broker compensation

Split broker
45%top
  • GALLAGHER BENEFIT SERVICES, INC.45%
  • HOLMES MURPHY & ASSOCIATES43%
  • PAYCOR INC13%
Total $67K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

AUGUSTANA COLLEGE RETIREMENT PLAN

403b

Assets$129.7M
Participants989
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

AUGUSTANA COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

MoneyPurchase

Assets$90.2M
Participants645
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509

AUGUSTANA COLLEGE GROUP BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$454K
Covered lives652
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

AUGUSTANA COLLEGE ON-SITE MEDICAL CLINC

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003AUGUSTANA COLLEGE RETIREMENT PLAN403b$129.7M9892025
007AUGUSTANA COLLEGE DEFINED CONTRIBUTION RETIREMENT PLANMoneyPurchase$90.2M6452025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
509AUGUSTANA COLLEGE GROUP BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$454K6522025
511AUGUSTANA COLLEGE ON-SITE MEDICAL CLINCUnknown-$002024
Retirement plans
Welfare plans
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