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ROSALIND FRANKLIN UNIVERSITY OF MEDICINE AND SCIENCE

EIN 36-2181973-higher education-Latest filing 2025
Plans
6
Retirement
5
$350.7M assets
Welfare
1
$4.8M premiums
Participants
4,256
3333 GREEN BAY ROAD - NORTH CHICAGO, IL 600643095847-578-3262rosalindfranklin.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
6 filings
#001403b-$216.9M - 2,180 part#003MoneyPurchase-$133.2M - 1,189 part#008403b-$586K - 12 part#010403b-$20K - 2 part#007403b-$7K - 3 part#503Mixed-$4.8M - 1,388 lives

Retirement portfolio analytics

5 plans aggregated / $350.7M assets / 3,386 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • AND SCIENCE 403(B) (#001)62%
  • PLAN AND TRUST (#003)38%
  • SCPM RETIREMENT PLAN (#008)0%
  • DEFERRED ANNUITY PLAN (#010)0%
  • COLLEGE SUPPLEMENTAL PLAN (#007)0%
Total $350.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND SCIENCE 403(B) (#001)2,180
  • PLAN AND TRUST (#003)1,189
  • SCPM RETIREMENT PLAN (#008)12
  • COLLEGE SUPPLEMENTAL PLAN (#007)3
  • DEFERRED ANNUITY PLAN (#010)2
Total 3,386Click row to drill in

Benefits portfolio analytics

1 plan / $4.8M premiums / 1,388 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$4.2M
  • Health$4.2M
  • Prescription drug$4.2M
  • Life$542K
  • Long-term disability$542K
  • Other$542K
Total $4.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY11%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $4.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • ALLIANT INSURANCE SERVICES, INC.72%
  • GALLAGHER BENEFIT SERVICES, INC.25%
  • MESIROW INSURANCE SERVICES INC3%
  • BENEFIT ADVISORS SVCS GRP LLC0%
Total $153K4 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

ROSALIND FRANKLIN UNIVERSITY OF MEDICINE AND SCIENCE 403(B) PLAN

403b

Assets$216.9M
Participants2,180
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ROSALIND FRANKLIN UNIVERSITY OF MEDICINE AND SCIENCE QUALIFIED MONEY PURCHASE PENSION PLAN AND TRUST

MoneyPurchase

Assets$133.2M
Participants1,189
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008

SCPM RETIREMENT PLAN

403b

Assets$586K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#010

DR. WILLIAM M. SCHOLL COLLEGE TAX DEFERRED ANNUITY PLAN

403b

Assets$20K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

SCHOLL COLLEGE SUPPLEMENTAL PLAN

403b

Assets$7K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

ROSALIND FRANKLIN UNIVERSITY OF MEDICINE AND SCIENCE EMPLOYEE BENEFITS PLAN

Mixed - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$4.8M
Covered lives1,388
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans5

Plan #NameTypeAssetsParticipantsLatest year
001ROSALIND FRANKLIN UNIVERSITY OF MEDICINE AND SCIENCE 403(B) PLAN403b$216.9M2,1802024
003ROSALIND FRANKLIN UNIVERSITY OF MEDICINE AND SCIENCE QUALIFIED MONEY PURCHASE PENSION PLAN AND TRUSTMoneyPurchase$133.2M1,1892024
008SCPM RETIREMENT PLAN403b$586K122025
010DR. WILLIAM M. SCHOLL COLLEGE TAX DEFERRED ANNUITY PLAN403b$20K22025
007SCHOLL COLLEGE SUPPLEMENTAL PLAN403b$7K32025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503ROSALIND FRANKLIN UNIVERSITY OF MEDICINE AND SCIENCE EMPLOYEE BENEFITS PLANMixedBLUECROSS BLUESHIELD OF ILLINOIS$4.8M1,3882025
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