Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Roosevelt University
EIN 36-2167854higher educationLatest filing 2025
Plans
3
Retirement
2
$208.4M assets
Health & Benefits
1
$7.6M premiums
Participants
2,417
430 SOUTH MICHIGAN AVENUE - CHICAGO, IL 606051394312-341-3500roosevelt.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $208.4M assets / 1,930 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- TIAA$208.4M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $7.6M premiums / 612 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$7.0M
- Other$303K
- Dental$196K
- Life$189K
- Long-term disability$57K
- Vision$40K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#005
ROOSEVELT UNIVERSITY 403(B) RETIREMENT PLAN
403(b)
Assets$121.0M
Participants1,005
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
ROOSEVELT UNIVERSITY 401(A) UNIVERSITY RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS
Money purchase
Assets$87.4M
Participants925
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
ROOSEVELT UNIVERSITY EMPLOYEE BENEFITS PLAN
Fully insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$7.6M
Covered lives612
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #005 | ROOSEVELT UNIVERSITY 403(B) RETIREMENT PLAN | 403(b) | $121.0M | 1,005 | 2025 |
| #003 | ROOSEVELT UNIVERSITY 401(A) UNIVERSITY RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS | Money purchase | $87.4M | 925 | 2025 |
- #005 · 403(b) · 20251,005
- #003 · Money purchase · 2025925
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | ROOSEVELT UNIVERSITY EMPLOYEE BENEFITS PLAN | Fully insured | BLUECROSS BLUESHIELD OF ILLINOIS | $7.6M | 612 | 2025 |
- #501 · Fully insured · BLUECROSS BLUESHIELD OF ILLINOIS · 2025612
Retirement plans
Health & Benefits plans