Assets by plan
Share of aggregate retirement assets
Filings through .
Strada Education Foundation, Inc.
EIN 47-3044430higher educationLatest filing 2025
Plans
4
Retirement
2
$103.2M assets
Health & Benefits
2
$6.3M premiums
Participants
1,771
10 W. MARKET ST., SUITE 1100 - INDIANAPOLIS, IN 46204317-806-1200strada.orgLinkedIn501-1000 employeeshigher education
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $103.2M assets / 1,212 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $6.3M premiums / 610 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.6M
- Dental$344K
- Life$339K
- Short-term disability$339K
- Long-term disability$339K
- Vision$48K
- +1 more
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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
STRADA EDUCATION FOUNDATION, INC. SAVINGS INVESTMENT PLAN
401(k)
Assets$101.0M
Participants1,132
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
STRADA EDUCATION FOUNDATION, INC. CASH BALANCE PLAN
Cash balance
Assets$2.2M
Participants80
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#506
STRADA EDUCATION FOUNDATION, INC EMPLOYEE BENEFIT PLAN
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$6.3M
Covered lives610
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
STRADA EDUCATION FOUNDATION, INC SEVERANCE PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | STRADA EDUCATION FOUNDATION, INC. SAVINGS INVESTMENT PLAN | 401(k) | $101.0M | 1,132 | 2025 |
| #003 | STRADA EDUCATION FOUNDATION, INC. CASH BALANCE PLAN | Cash balance | $2.2M | 80 | 2025 |
- #001 · 401(k) · 20251,132
- #003 · Cash balance · 202580
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #506 | STRADA EDUCATION FOUNDATION, INC EMPLOYEE BENEFIT PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $6.3M | 610 | 2025 |
| #504 | STRADA EDUCATION FOUNDATION, INC SEVERANCE PLAN | Self-funded | - | $0 | 0 | 2025 |
- #506 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025610
- #504 · Self-funded · 20250
Retirement plans
Health & Benefits plans