Assets by plan
Share of aggregate retirement assets
Filings through .
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Kansas University Endowment Association
EIN 48-0547734investment bankingLatest filing 2025
Plans
4
Retirement
2
$92.5M assets
Health & Benefits
2
$931K premiums
Participants
616
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $92.5M assets / 616 participants
Participants by plan
Active + retired + deferred vested
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
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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
RETIREMENT PLAN FOR EMPLOYEES OF THE KANSAS UNIVERSITY ENDOWMENT ASSOCIATION
Traditional DB
Assets$55.2M
Participants356
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
KU ENDOWMENT ASSOCIATION EMPLOYEES 401(K) PLAN
401(k)
Assets$37.3M
Participants260
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
KANSAS UNIVERSITY ENDOWMENT ASSOCIATION COMPREHENSIVE HEALTH AND DENTAL BENEFIT PLAN
Fully insured - QBE INSURANCE
Premiums$697K
Covered lives325
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#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
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | RETIREMENT PLAN FOR EMPLOYEES OF THE KANSAS UNIVERSITY ENDOWMENT ASSOCIATION | Traditional DB | $55.2M | 356 | 2025 |
| #002 | KU ENDOWMENT ASSOCIATION EMPLOYEES 401(K) PLAN | 401(k) | $37.3M | 260 | 2025 |
- #001 · Traditional DB · 2025356
- #002 · 401(k) · 2025260
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | KANSAS UNIVERSITY ENDOWMENT ASSOCIATION COMPREHENSIVE HEALTH AND DENTAL BENEFIT PLAN | Fully insured | QBE INSURANCE | $697K | 325 | 2025 |
| #502 | KANSAS UNIVERSITY ENDOWMENT ASSOCIATION GROUP TERM LIFE INSURANCE, AD&D, LTD AND VOLUNTARY STD BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $234K | 98 | 2025 |
- #503 · Fully insured · QBE INSURANCE · 2025325
- #502 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 202598
Retirement plans
Health & Benefits plans