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  2. Upper Iowa University
  • Benefits analytics
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Filings through Oct 24, 2026.

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Upper Iowa University

EIN 42-0680372-Educational Services-Latest filing 2025
Plans
2
Retirement
1
$53.0M assets
Health & Benefits
1
$3.0M premiums
Participants
1,187
P.O. BOX 1857 - FAYETTE, IA 521421857563-425-5286
Plans on this EIN
2 filings
#002403(b)-$53.0M - 967 part#508Mixed-$3.0M - 316 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $3.0M premiums / 316 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Prescription drug$2.9M
  • Life$66K
  • Short-term disability$66K
  • Long-term disability$66K
  • Other$66K
  • +1 more
Total $3.0M7 rows
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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#002

UPPER IOWA UNIVERSITY 403(B) RETIREMENT PLAN

403(b)

Assets$53.0M
Participants967
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#508

UPPER IOWA UNIVERSITY GROUP HEALTH PLAN

Mixed - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA

Premiums$3.0M
Covered lives316
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002UPPER IOWA UNIVERSITY 403(B) RETIREMENT PLAN403(b)$53.0M9672025
  • UPPER IOWA UNIVERSITY 403(B) RETIREMENT PLAN$53.0M
    #002 · 403(b) · 2025967

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#508UPPER IOWA UNIVERSITY GROUP HEALTH PLANMixedWELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA$3.0M3162025
  • UPPER IOWA UNIVERSITY GROUP HEALTH PLAN$3.0M
    #508 · Mixed · WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA · 2025316
Retirement plans
Health & Benefits plans

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