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KANSAS UNIVERSITY ENDOWMENT ASSOCIATION

EIN 48-0547734-investment banking-Latest filing 2025
Plans
4
Retirement
2
$87.9M assets
Welfare
2
$931K premiums
Participants
610
P.O. BOX 928 - LAWRENCE, KS 660440928785-832-7400LinkedIn201-500 employeesinvestment banking
Plans on this EIN
4 filings
#001TraditionalDB-$55.2M - 356 part#002401k-$32.7M - 254 part#503Fully Insured-$697K - 325 lives#502Mixed-$234K - 98 lives

Retirement portfolio analytics

2 plans aggregated / $87.9M assets / 610 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • UNIVERSITY ENDOWMENT ASSOCIATI... (#001)63%
  • ASSOCIATION EMPLOYEES 401(K) (#002)37%
Total $87.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • UNIVERSITY ENDOWMENT ASSOCIATI... (#001)356
  • ASSOCIATION EMPLOYEES 401(K) (#002)254
Total 610Click row to drill in

Benefits portfolio analytics

2 plans / $931K premiums / 423 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$484K
  • Life$234K
  • Other$222K
  • Short-term disability$204K
  • Long-term disability$204K
  • Dental$182K
  • +2 more
Total $931K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • QBE INSURANCE52%
  • SUN LIFE ASSURANCE COMPANY OF CANADA22%
  • DELTA DENTAL OF CALIFORNIA18%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • TRUSTMARK INSURANCE COMPANY3%
  • +1 more
Total $931K6 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • IMA, INC.63%
  • NATIONAL INSURANCE MARKETING BROKER37%
Total $84K2 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

RETIREMENT PLAN FOR EMPLOYEES OF THE KANSAS UNIVERSITY ENDOWMENT ASSOCIATION

TraditionalDB

Assets$55.2M
Participants356
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

KU ENDOWMENT ASSOCIATION EMPLOYEES 401(K) PLAN

401k

Assets$32.7M
Participants254
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

KANSAS UNIVERSITY ENDOWMENT ASSOCIATION COMPREHENSIVE HEALTH AND DENTAL BENEFIT PLAN

Fully Insured - QBE INSURANCE

Premiums$697K
Covered lives325
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

KANSAS UNIVERSITY ENDOWMENT ASSOCIATION GROUP TERM LIFE INSURANCE, AD&D, LTD AND VOLUNTARY STD BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$234K
Covered lives98
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RETIREMENT PLAN FOR EMPLOYEES OF THE KANSAS UNIVERSITY ENDOWMENT ASSOCIATIONTraditionalDB$55.2M3562025
002KU ENDOWMENT ASSOCIATION EMPLOYEES 401(K) PLAN401k$32.7M2542024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503KANSAS UNIVERSITY ENDOWMENT ASSOCIATION COMPREHENSIVE HEALTH AND DENTAL BENEFIT PLANFully InsuredQBE INSURANCE$697K3252025
502KANSAS UNIVERSITY ENDOWMENT ASSOCIATION GROUP TERM LIFE INSURANCE, AD&D, LTD AND VOLUNTARY STD BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$234K982025
Retirement plans
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