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Sponsor portfolioTH

DRAKE UNIVERSITY

EIN 42-0680460-higher education-Latest filing 2025
Plans
3
Retirement
2
$383.3M assets
Welfare
1
$1.0M premiums
Participants
4,597
2507 UNIVERSITY AVENUE - DES MOINES, IA 50311515-271-3112drake.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
3 filings
#001403b-$297.1M - 2,469 part#002403b-$86.2M - 889 part#504Mixed-$1.0M - 1,229 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 / $1.0M premiums / 1,229 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$582K
  • Prescription drug$582K
  • Other$392K
  • Life$369K
  • Long-term disability$369K
  • Vision$49K
Total $1.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
42%top
  • HUMANA INSURANCE COMPANY42%
  • HARTFORD LIFE AND ACCIDENT36%
  • BLUE CROSS OF CALIFORNIA15%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY5%
  • EMPLOYEE & FAMILY RESOURCES, INC.2%
  • +1 more
Total $1.0M6 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
  • ASSUREDPARTNERS0%
Total $50K2 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 - HUMANA INSURANCE COMPANY

Premiums$1.0M
Covered lives1,229
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 PLANMixedHUMANA INSURANCE COMPANY$1.0M1,2292025
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