Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
DUKE UNIVERSITY
EIN 56-0532129higher educationLatest filing 2025
Plans
5
Retirement
3
$13.83B assets
Welfare
2
$55.0M premiums
Participants
160,858
705 BROAD STREET, BOX 90502 - DURHAM, NC 277080502919-684-8111ceint.duke.eduLinkedIn10001+ employeeshigher education
Retirement portfolio analytics
3 plans aggregated / $13.83B assets / 111,931 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
80%top
- (Not disclosed)80%
- MORGAN STANLEY SMITH BARNEY20%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $55.0M premiums / 84,595 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$29.4M
- Life$12.2M
- Other$4.7M
- Vision$4.6M
- Health$2.1M
- Stop-loss$2.0M
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
53%top
- AMERITAS LIFE INSURANCE CORP.53%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY22%
- UNITED HEALTHCARE INSURANCE COMPANY8%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA7%
- BLUE CROSS OF CALIFORNIA4%
- +3 more
Broker market share
Schedule A broker compensation
59%top
- MARK III BROKERAGE INC59%
- MERCER HEALTH AND BENEFITS, LLC24%
- THE BENEFIT COMPANY INC9%
- MGIS5%
- MARSH & MCLENNAN AGENCY LLC2%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE DUKE UNIVERSITY FACULTY AND STAFF RETIREMENT PLAN
403b
Assets$11.04B
Participants71,641
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
EMPLOYEES' RETIREMENT PLAN OF DUKE UNIVERSITY
TraditionalDB
Assets$2.78B
Participants40,202
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
THE DUKE UNIVERSITY COMMISSIONED POLICE OFFICERS SUPPLEMENTAL RETIREMENT PLAN
403b
Assets$2.2M
Participants88
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#524
DUKE UNIVERSITY WELFARE AND FRINGE BENEFITS PLAN
Fully Insured - AMERITAS LIFE INSURANCE COMPANY
Premiums$55.0M
Covered lives84,383
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#525
DUKE UNIVERSITY RETIREE HEALTH PLAN
Self Funded - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
Premiums$29K
Covered lives212
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE DUKE UNIVERSITY FACULTY AND STAFF RETIREMENT PLAN | 403b | $11.04B | 71,641 | 2024 | |
| 002 | EMPLOYEES' RETIREMENT PLAN OF DUKE UNIVERSITY | TraditionalDB | $2.78B | 40,202 | 2025 | |
| 004 | THE DUKE UNIVERSITY COMMISSIONED POLICE OFFICERS SUPPLEMENTAL RETIREMENT PLAN | 403b | $2.2M | 88 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 524 | DUKE UNIVERSITY WELFARE AND FRINGE BENEFITS PLAN | Fully Insured | AMERITAS LIFE INSURANCE COMPANY | $55.0M | 84,383 | 2024 | |
| 525 | DUKE UNIVERSITY RETIREE HEALTH PLAN | Self Funded | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $29K | 212 | 2024 |
Retirement plans
Welfare plans