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Sponsor portfolio

CLARKE UNIVERSITY

EIN 42-0680408-Latest filing 2025
Plans
2
Retirement
1
$40.4M assets
Welfare
1
$2.0M premiums
Participants
719
1550 CLARKE DR - DUBUQUE, IA 52001563-588-6300
Plans on this EIN
2 filings
#001403b-$40.4M - 494 part#510Mixed-$2.0M - 225 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 225 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Life$68K
  • Long-term disability$68K
  • Vision$13K
Total $2.0M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
  • VERATRUS BENEFIT SOLUTIONS1%
Total $2.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • WELLMARK INC74%
  • RSC INSURANCE BROKERAGE INC16%
  • ASSUREDPARTNERS11%
Total $73K3 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

CLARKE UNIVERSITY RETIREMENT PLAN

403b

Assets$40.4M
Participants494
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

CLARKE UNIVERSITY WELFARE BENEFITS PLAN

Mixed - WELLMARK

Premiums$2.0M
Covered lives225
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CLARKE UNIVERSITY RETIREMENT PLAN403b$40.4M4942024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510CLARKE UNIVERSITY WELFARE BENEFITS PLANMixedWELLMARK$2.0M2252025
Retirement plans
Welfare plans
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