Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
COLLEGE OF THE OZARKS
EIN 44-0556862higher educationLatest filing 2025
Plans
7
Retirement
2
$74.4M assets
Welfare
5
$4.6M premiums
Participants
2,379
P.O. BOX 17 - POINT LOOKOUT, MO 657260017417-334-6411cofo.eduLinkedIn51-200 employeeshigher education
Retirement portfolio analytics
2 plans aggregated / $74.4M assets / 476 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
97%top
- LINCOLN NATIONAL CORPORATION97%
- (Not disclosed)3%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
5 plans / $4.6M premiums / 1,903 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$246K
- Life$210K
- Short-term disability$210K
- Long-term disability$210K
- Vision$33K
Carrier market share
Premium dollars by Schedule A carrier
50%top
- DELTA DENTAL OF CALIFORNIA50%
- AMERICAN UNITED LIFE INSURANCE COMPANY43%
- ADVANTICA INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
81%top
- HIGGINBOTHAM INS AGENCY INC81%
- BRUCE, ROY19%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
COLLEGE OF THE OZARKS DEFINED CONTRIBUTION RETIREMENT PLAN
403b
Assets$72.1M
Participants431
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
COLLEGE OF THE OZARKS DEFERRED ANNUITY PLAN
403b
Assets$2.3M
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508
COX HEALTH MEDICAL PLAN
Fully Insured - COX HEALTH SYSTEMS INSURANCE COMPANY
Premiums$3.7M
Covered lives483
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
ANTHEM MEDICARE PREFERRED MAPD (PPO)
Fully Insured - ANTHEM BLUE CROSS BLUE SHIELD
Premiums$406K
Covered lives91
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
DENTAL PLAN FOR COLLEGE OF THE OZARKS
Fully Insured - DELTA DENTAL OF MISSOURI
Premiums$246K
Covered lives595
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
AD&D, LONG TERM DISABILITY, & LIFE INSURANCE
Fully Insured - AMERICAN UNITED LIFE INSURANCE COMPANY
Premiums$210K
Covered lives338
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
VISION PLAN
Fully Insured - ADVANTICA INSURANCE COMPANY
Premiums$33K
Covered lives396
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COLLEGE OF THE OZARKS DEFINED CONTRIBUTION RETIREMENT PLAN | 403b | $72.1M | 431 | 2024 | |
| 002 | COLLEGE OF THE OZARKS DEFERRED ANNUITY PLAN | 403b | $2.3M | 45 | 2025 |
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 508 | COX HEALTH MEDICAL PLAN | Fully Insured | COX HEALTH SYSTEMS INSURANCE COMPANY | $3.7M | 483 | 2024 | |
| 507 | ANTHEM MEDICARE PREFERRED MAPD (PPO) | Fully Insured | ANTHEM BLUE CROSS BLUE SHIELD | $406K | 91 | 2024 | |
| 505 | DENTAL PLAN FOR COLLEGE OF THE OZARKS | Fully Insured | DELTA DENTAL OF MISSOURI | $246K | 595 | 2025 | |
| 503 | AD&D, LONG TERM DISABILITY, & LIFE INSURANCE | Fully Insured | AMERICAN UNITED LIFE INSURANCE COMPANY | $210K | 338 | 2025 | |
| 506 | VISION PLAN | Fully Insured | ADVANTICA INSURANCE COMPANY | $33K | 396 | 2025 |
Retirement plans
Welfare plans