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Sponsor portfolio

RUFFALO NOEL LEVITZ

EIN 48-1289593-higher education-Latest filing 2025
Plans
2
Retirement
1
$54.6M assets
Welfare
1
$422K premiums
Participants
654
1025 KIRKWOOD PARKWAY SW - CEDAR RAPIDS, IA 52404319-362-7483LinkedIn501-1000 employeeshigher education
Plans on this EIN
2 filings
#001401k-$54.6M - 654 part#501Mixed-$422K - 442 lives

Benefits portfolio analytics

1 plan / $422K premiums / 442 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$226K
  • Vision$226K
  • Other$197K
  • Life$147K
  • Long-term disability$147K
Total $422K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • METROPOLITAN LIFE INSURANCE COMPANY63%
  • HARTFORD LIFE AND ACCIDENT35%
  • CURALINC HEALTHCARE2%
Total $422K3 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • BROWN & BROWN INSURANCE SERVICES79%
  • ENROLLEASE15%
  • HOLMES MURPHY & ASSOCIATES3%
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC2%
  • NFP INSURANCE SERVICES INC0%
Total $40K5 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

RUFFALO NOEL LEVITZ 401(K) PLAN

401k

Assets$54.6M
Participants654
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RUFFALO NOEL LEVITZ HEALTH AND WELFARE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$422K
Covered lives442
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RUFFALO NOEL LEVITZ 401(K) PLAN401k$54.6M6542024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RUFFALO NOEL LEVITZ HEALTH AND WELFARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$422K4422025
Retirement plans
Welfare plans
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