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  1. Companies/
  2. College of the Ozarks
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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College of the Ozarks

EIN 44-0556862-higher education-Latest filing 2025
Plans
7
Retirement
2
$75.3M assets
Health & Benefits
5
$4.6M premiums
Participants
2,461
P.O. BOX 17 - POINT LOOKOUT, MO 657260017417-690-2211cofo.eduLinkedIn51-200 employeeshigher education
Plans on this EIN
7 filings
#001403(b)-$73.0M - 513 part#002403(b)-$2.3M - 45 part#508Fully insured-$3.7M - 483 lives#507Fully insured-$406K - 91 lives#505Fully insured-$246K - 595 lives#503Fully insured-$210K - 338 lives#506Fully insured-$33K - 396 lives+1 more plans

Health & Benefits portfolio - carriers, brokers and premium across this company's 5 health and benefits plans.

Retirement portfolio analytics

2 plans aggregated / $75.3M assets / 558 participants

Assets by plan

Share of aggregate retirement assets

  • CONTRIBUTION RETIREMENT PLAN (#001)$73.0M
  • DEFERRED ANNUITY PLAN (#002)$2.3M
Total $75.3MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • LINCOLN FINANCIAL ADVISORS CORP$73.0M
  • (Not disclosed)$2.3M
Total $75.3MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTION RETIREMENT PLAN (#001)513
  • DEFERRED ANNUITY PLAN (#002)45
Total 558Select a row to open it

Benefits portfolio analytics

5 plans / $4.6M premiums / 1,903 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$246K
  • Life$210K
  • Short-term disability$210K
  • Long-term disability$210K
  • Vision$33K
Total $488K5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

COLLEGE OF THE OZARKS DEFINED CONTRIBUTION RETIREMENT PLAN

403(b)

Assets$73.0M
Participants513
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

COLLEGE OF THE OZARKS DEFERRED ANNUITY PLAN

403(b)

Assets$2.3M
Participants45
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#508

COX HEALTH MEDICAL PLAN

Fully insured - COX HEALTH SYSTEMS INSURANCE COMPANY

Premiums$3.7M
Covered lives483
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#507

ANTHEM MEDICARE PREFERRED MAPD (PPO)

Fully insured - ANTHEM BLUE CROSS BLUE SHIELD

Premiums$406K
Covered lives91
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505

DENTAL PLAN FOR COLLEGE OF THE OZARKS

Fully insured - DELTA DENTAL OF MISSOURI

Premiums$246K
Covered lives595
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

AD&D, LONG TERM DISABILITY, & LIFE INSURANCE

Fully insured - AMERICAN UNITED LIFE INSURANCE COMPANY

Premiums$210K
Covered lives338
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#506

VISION PLAN

Fully insured - ADVANTICA INSURANCE COMPANY

Premiums$33K
Covered lives396
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001COLLEGE OF THE OZARKS DEFINED CONTRIBUTION RETIREMENT PLAN403(b)$73.0M5132025
#002COLLEGE OF THE OZARKS DEFERRED ANNUITY PLAN403(b)$2.3M452025
  • COLLEGE OF THE OZARKS DEFINED CONTRIBUTION RETIREMENT PLAN$73.0M
    #001 · 403(b) · 2025513
  • COLLEGE OF THE OZARKS DEFERRED ANNUITY PLAN$2.3M
    #002 · 403(b) · 202545

Health & Benefits plans

5 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#508COX HEALTH MEDICAL PLANFully insuredCOX HEALTH SYSTEMS INSURANCE COMPANY$3.7M4832024
#507ANTHEM MEDICARE PREFERRED MAPD (PPO)Fully insuredANTHEM BLUE CROSS BLUE SHIELD$406K912024
#505DENTAL PLAN FOR COLLEGE OF THE OZARKSFully insuredDELTA DENTAL OF MISSOURI$246K5952025
#503AD&D, LONG TERM DISABILITY, & LIFE INSURANCEFully insuredAMERICAN UNITED LIFE INSURANCE COMPANY$210K3382025
#506VISION PLANFully insuredADVANTICA INSURANCE COMPANY$33K3962025
  • COX HEALTH MEDICAL PLAN$3.7M
    #508 · Fully insured · COX HEALTH SYSTEMS INSURANCE COMPANY · 2024483
  • ANTHEM MEDICARE PREFERRED MAPD (PPO)$406K
    #507 · Fully insured · ANTHEM BLUE CROSS BLUE SHIELD · 202491
  • DENTAL PLAN FOR COLLEGE OF THE OZARKS$246K
    #505 · Fully insured · DELTA DENTAL OF MISSOURI · 2025595
  • AD&D, LONG TERM DISABILITY, & LIFE INSURANCE$210K
    #503 · Fully insured · AMERICAN UNITED LIFE INSURANCE COMPANY · 2025338
  • VISION PLAN$33K
    #506 · Fully insured · ADVANTICA INSURANCE COMPANY · 2025396
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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