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  2. NOVA SOUTHEASTERN UNIVERSITY
Sponsor portfolioTH

NOVA SOUTHEASTERN UNIVERSITY

EIN 59-1083502-higher education-Latest filing 2025
Plans
4
Retirement
3
$1.03B assets
Welfare
1
$8.1M premiums
Participants
15,198
3301 COLLEGE AVE - DAVIE, FL 333147721954-262-7873nova.eduLinkedIn1001-5000 employeeshigher education
Plans on this EIN
4 filings
#004401k-$560.5M - 7,633 part#001403b-$467.3M - 4,106 part#005Nonqualified-$3.1M - 49 part#507Mixed-$8.1M - 3,708 lives

Retirement portfolio analytics

3 plans aggregated / $1.03B assets / 11,788 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • SOUTHEASTERN UNIVERSITY 401(K) (#004)54%
  • CONTRIBUTION RETIREMENT PLAN) (#001)45%
  • PUERTO RICO PLAN (#005)0%
Total $1.03BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • TIAA100%
  • (Not disclosed)0%
Total $1.03BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SOUTHEASTERN UNIVERSITY 401(K) (#004)7,633
  • CONTRIBUTION RETIREMENT PLAN) (#001)4,106
  • PUERTO RICO PLAN (#005)49
Total 11,788Click row to drill in

Benefits portfolio analytics

1 plan / $8.1M premiums / 3,708 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$4.8M
  • Dental$1.6M
  • Life$1.3M
  • Vision$287K
Total $8.1M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • INDEPENDENT COLLEGES AND UNIVERSITIES BENEFITS ASSN.54%
  • DELTA DENTAL OF CALIFORNIA20%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY17%
  • AFLAC5%
  • EYEMED VISION CARE4%
Total $8.1M5 slices

Broker market share

Schedule A broker compensation

Split broker
46%top
  • LOCKTON COMPANIES, LLC46%
  • CUNDY, INC.38%
  • EXPLAIN MY BENEFITS LLC17%
Total $513K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

NOVA SOUTHEASTERN UNIVERSITY 401(K) PLAN

401k

Assets$560.5M
Participants7,633
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

NOVA SOUTHEASTERN UNIVERSITY 403(B) PLAN (F/K/A NOVA SOUTHEASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN)

403b

Assets$467.3M
Participants4,106
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

NOVA SOUTHEASTERN UNIVERSITY PUERTO RICO PLAN

Nonqualified

Assets$3.1M
Participants49
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

NOVA SOUTHEASTERN UNIVERSITY WELFARE BENEFIT PLAN

Mixed - INDEPENDENT COLLEGES & UNIVERSITIES BENEFITS ASSOCIATION

Premiums$8.1M
Covered lives3,708
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
004NOVA SOUTHEASTERN UNIVERSITY 401(K) PLAN401k$560.5M7,6332024
001NOVA SOUTHEASTERN UNIVERSITY 403(B) PLAN (F/K/A NOVA SOUTHEASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN)403b$467.3M4,1062024
005NOVA SOUTHEASTERN UNIVERSITY PUERTO RICO PLANNonqualified$3.1M492024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507NOVA SOUTHEASTERN UNIVERSITY WELFARE BENEFIT PLANMixedINDEPENDENT COLLEGES & UNIVERSITIES BENEFITS ASSOCIATION$8.1M3,7082025
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