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
Sponsor portfolioTH
UPPER IOWA UNIVERSITY
EIN 42-0680372Latest filing 2025
Plans
2
Retirement
1
$48.8M assets
Welfare
1
$3.0M premiums
Participants
1,204
605 WASHINGTON STREET - FAYETTE, IA 52142563-425-5959
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.0M premiums / 316 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- BLUE CROSS OF CALIFORNIA97%
- UNITEDHEALTHCARE INSURANCE COMPANY2%
- FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
UPPER IOWA UNIVERSITY 403(B) RETIREMENT PLAN
403b
Assets$48.8M
Participants984
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508
UPPER IOWA UNIVERSITY GROUP HEALTH PLAN
Mixed - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA
Premiums$3.0M
Covered lives316
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | UPPER IOWA UNIVERSITY 403(B) RETIREMENT PLAN | 403b | $48.8M | 984 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 508 | UPPER IOWA UNIVERSITY GROUP HEALTH PLAN | Mixed | WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA | $3.0M | 316 | 2025 |
Retirement plans
Welfare plans