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Sponsor portfolioTH

DRAKE UNIVERSITY

EIN 42-0680460-higher education-Latest filing 2024
Plans
3
Retirement
2
$383.3M assets
Welfare
1
$1.4M premiums
Participants
4,614
2507 UNIVERSITY AVE. - DES MOINES, IA 503114505515-271-3112drake.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
3 filings
#001403b-$297.1M - 2,469 part#002403b-$86.2M - 889 part#504Mixed-$1.4M - 1,663 lives

Retirement portfolio analytics

2 plans aggregated / $383.3M assets / 3,358 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • ANNUITY RETIREMENT PLAN (#001)78%
  • ANNUITY RETIREMENT PLAN (#002)22%
Total $383.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ANNUITY RETIREMENT PLAN (#001)2,469
  • ANNUITY RETIREMENT PLAN (#002)889
Total 3,358Click row to drill in

Benefits portfolio analytics

1 plan / $1.4M premiums / 1,663 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$727K
  • Long-term disability$727K
  • Health$606K
  • Prescription drug$606K
  • Vision$57K
  • Other$23K
Total $1.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • PRINCIPAL LIFE INSURANCE COMPANY51%
  • HUMANA INSURANCE COMPANY36%
  • BLUE CROSS OF CALIFORNIA7%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY4%
  • EMPLOYEE & FAMILY RESOURCES, INC.1%
  • +1 more
Total $1.4M6 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • GALLAGHER BENEFIT SERVICES, INC.74%
  • MARK J BECKER & ASSOCIATES, LLC24%
  • WELLMARK INC2%
  • ASSUREDPARTNERS0%
Total $30K4 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

DRAKE UNIVERSITY MANDATORY TAX-DEFERRED ANNUITY RETIREMENT PLAN

403b

Assets$297.1M
Participants2,469
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DRAKE UNIVERSITY VOLUNTARY TAX-DEFERRED ANNUITY RETIREMENT PLAN

403b

Assets$86.2M
Participants889
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

DRAKE UNIVERSITY HEALTH AND WELFARE BENEFIT PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$1.4M
Covered lives1,663
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DRAKE UNIVERSITY MANDATORY TAX-DEFERRED ANNUITY RETIREMENT PLAN403b$297.1M2,4692024
002DRAKE UNIVERSITY VOLUNTARY TAX-DEFERRED ANNUITY RETIREMENT PLAN403b$86.2M8892024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504DRAKE UNIVERSITY HEALTH AND WELFARE BENEFIT PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$1.4M1,6632024
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