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Sponsor portfolio

BRIAR CLIFF UNIVERSITY

EIN 42-0707124-Latest filing 2025
Plans
2
Retirement
1
$28.6M assets
Welfare
1
$1.7M premiums
Participants
572
3303 REBECCA ST - SIOUX CITY, IA 511042324712-279-5504
Plans on this EIN
2 filings
#001403b-$28.6M - 402 part#504Fully Insured-$1.7M - 165 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 165 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.6M
  • Health$1.5M
  • Prescription drug$1.5M
  • Dental$76K
  • Vision$15K
  • Long-term disability$15K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
  • VISION SERVICE PLAN1%
Total $1.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • INNOVATIVE BENEFIT CONSULTANTS96%
  • ASSUREDPARTNERS4%
Total $30K2 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

BRIAR CLIFF UNIVERSITY 403(B) DC PLAN

403b

Assets$28.6M
Participants402
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

BRIAR CLIFF UNIVERSITY BENEFIT PLANS

Fully Insured - WELLMARK BLUE CROSS BLUE SHIELD OF IOWA

Premiums$1.7M
Covered lives165
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BRIAR CLIFF UNIVERSITY 403(B) DC PLAN403b$28.6M4022024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504BRIAR CLIFF UNIVERSITY BENEFIT PLANSFully InsuredWELLMARK BLUE CROSS BLUE SHIELD OF IOWA$1.7M1652025
Retirement plans
Welfare plans
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