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Sponsor portfolioTH

IOWA STATE UNIVERSITY FOUNDATION

EIN 42-1143702-fund-raising-Latest filing 2025
Plans
2
Retirement
1
$50.4M assets
Welfare
1
$105K premiums
Participants
558
C/O KEVIN STOW, HUMAN RESOURCES, 2505 UNIVERSITY BOULEVARD - AMES, IA 500108622515-297-8522foundation.iastate.edu/s/1463/start.aspxLinkedIn51-200 employeesfund-raising
Plans on this EIN
2 filings
#001403b-$50.4M - 352 part#501Fully Insured-$105K - 209 lives

Benefits portfolio analytics

1 plan / $105K premiums / 209 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$37K
  • Long-term disability$26K
  • Life$25K
  • Vision$17K
Total $105K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
36%top
  • VERATRUS BENEFIT SOLUTIONS36%
  • STANDARD INSURANCE COMPANY25%
  • THE STANDARD23%
  • AVESIS INSURANCE INCORPORATED16%
  • DELTA DENTAL OF CALIFORNIA0%
Total $105K5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ASSUREDPARTNERS100%
Total $19K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

IOWA STATE UNIVERSITY FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$50.4M
Participants352
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

IOWA STATE UNIVERSITY FOUNDATION EMPLOYEE BENEFIT PLAN

Fully Insured - VERATRUS BENEFIT SOLUTIONS

Premiums$105K
Covered lives209
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001IOWA STATE UNIVERSITY FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN403b$50.4M3522025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501IOWA STATE UNIVERSITY FOUNDATION EMPLOYEE BENEFIT PLANFully InsuredVERATRUS BENEFIT SOLUTIONS$105K2092025
Retirement plans
Welfare plans
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