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Sponsor portfolioTH

BRENAU UNIVERSITY

EIN 58-0566143-higher education-Latest filing 2025
Plans
3
Retirement
2
$72.2M assets
Welfare
1
$798K premiums
Participants
1,113
500 WASHINGTON STREET SE - GAINESVILLE, GA 30501770-534-6270brenau.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
3 filings
#002403b-$67.5M - 743 part#001401k-$4.7M - 67 part#501Mixed-$798K - 588 lives

Retirement portfolio analytics

2 plans aggregated / $72.2M assets / 810 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • DEFINED CONTRIBUTION PLAN (#002)93%
  • 401(K) RETIREMENT Savings (#001)7%
Total $72.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
93%top
  • TIAA93%
  • (Not disclosed)7%
Total $72.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED CONTRIBUTION PLAN (#002)743
  • 401(K) RETIREMENT Savings (#001)67
Total 810Click row to drill in

Benefits portfolio analytics

1 plan / $798K premiums / 588 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$410K
  • Vision$410K
  • Life$410K
  • Long-term disability$410K
  • Stop-loss$388K
Total $798K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • PRINCIPAL LIFE INSURANCE COMPANY51%
  • HM LIFE INSURANCE COMPANY49%
Total $798K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • TURNER WOOD & SMITH100%
Total $30K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BRENAU UNIVERSITY 403(B) DEFINED CONTRIBUTION PLAN

403b

Assets$67.5M
Participants743
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

BRENAU UNIVERSITY 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$4.7M
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501

BRENAU GROUP HEALTH INSURANCE

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$798K
Covered lives588
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BRENAU UNIVERSITY 403(B) DEFINED CONTRIBUTION PLAN403b$67.5M7432024
001BRENAU UNIVERSITY 401(K) RETIREMENT SAVINGS PLAN401k$4.7M672025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BRENAU GROUP HEALTH INSURANCEMixedPRINCIPAL LIFE INSURANCE COMPANY$798K5882025
Retirement plans
Welfare plans
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