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Sponsor portfolioTH

ROOSEVELT UNIVERSITY

EIN 36-2167854-higher education-Latest filing 2025
Plans
3
Retirement
2
$208.4M assets
Welfare
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 filings
#005403b-$121.0M - 1,005 part#003MoneyPurchase-$87.4M - 925 part#501Fully Insured-$7.6M - 612 lives

Retirement portfolio analytics

2 plans aggregated / $208.4M assets / 1,930 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • 403(B) RETIREMENT PLAN (#005)58%
  • FACULTY AND ADMINISTRATORS (#003)42%
Total $208.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • TIAA100%
Total $208.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403(B) RETIREMENT PLAN (#005)1,005
  • FACULTY AND ADMINISTRATORS (#003)925
Total 1,930Click row to drill in

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
Total $7.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA3%
  • LIFESECURE INSURANCE COMPANY1%
  • COMBINED INSURANCE COMPANY OF AMERICA1%
  • +2 more
Total $7.6M7 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • ALLIANT INSURANCE SERVICES, INC.90%
  • MESIROW INSURANCE SERVICES INC5%
  • J MANNING AND ASSOCIATES3%
  • LTCI PARTNERS LLC1%
  • RUSSELL NOWAK0%
  • +3 more
Total $124K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

ROOSEVELT UNIVERSITY 403(B) RETIREMENT PLAN

403b

Assets$121.0M
Participants1,005
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ROOSEVELT UNIVERSITY 401(A) UNIVERSITY RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS

MoneyPurchase

Assets$87.4M
Participants925
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ROOSEVELT UNIVERSITY EMPLOYEE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$7.6M
Covered lives612
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
005ROOSEVELT UNIVERSITY 403(B) RETIREMENT PLAN403b$121.0M1,0052025
003ROOSEVELT UNIVERSITY 401(A) UNIVERSITY RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORSMoneyPurchase$87.4M9252025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ROOSEVELT UNIVERSITY EMPLOYEE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$7.6M6122025
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