Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
ELON UNIVERSITY
EIN 56-0532303higher educationLatest filing 2024
Plans
3
Retirement
2
$415.1M assets
Welfare
1
$2.9M premiums
Participants
6,015
314 WEST HAGGARD AVE, CAMPUS BOX 2070 - ELON, NC 27244336-260-8858elon.eduLinkedIn1001-5000 employeeshigher education
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $415.1M assets / 4,414 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
- TIAA100%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.9M premiums / 2,213 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.5M
- Life$1.3M
- Long-term disability$1.3M
- Dental$1.1M
- Vision$146K
- Health$143K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
44%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY44%
- DELTA DENTAL OF CALIFORNIA38%
- VISION SERVICE PLAN5%
- HARTFORD LIFE AND ACCIDENT5%
- AFLAC4%
- +2 more
Broker market share
Schedule A broker compensation
82%top
- WILLIS TOWERS WATSON US LLC82%
- AGENT ALLIANCE CORPORATION11%
- MJ INSURANCE6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ELON UNIVERSITY DEFINED CONTRIBUTION PLAN
403b
Assets$324.2M
Participants3,051
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ELON UNIVERSITY TAX DEFERRED ANNUITY PLAN
403b
Assets$90.9M
Participants1,363
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
ELON UNIVERSITY HEALTH AND WELFARE PLAN
Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$2.9M
Covered lives2,213
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ELON UNIVERSITY DEFINED CONTRIBUTION PLAN | 403b | $324.2M | 3,051 | 2024 | |
| 002 | ELON UNIVERSITY TAX DEFERRED ANNUITY PLAN | 403b | $90.9M | 1,363 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | ELON UNIVERSITY HEALTH AND WELFARE PLAN | Fully Insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2.9M | 2,213 | 2024 |
Retirement plans
Welfare plans