Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BELLARMINE UNIVERSITY
EIN 61-0482955higher educationLatest filing 2024
Plans
2
Retirement
2
$134.2M assets
Welfare
0
Participants
1,398
2001 NEWBURG ROAD - LOUISVILLE, KY 40205502-272-8435bellarmine.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $134.2M assets / 1,398 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
- TIAA100%
Participants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BELLARMINE UNIVERSITY DEFINED CONTRIBUTION PLAN
403b
Assets$104.0M
Participants799
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BELLARMINE UNIVERSITY TAX DEFERRED ANNUITY PLAN
403b
Assets$30.2M
Participants599
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BELLARMINE UNIVERSITY DEFINED CONTRIBUTION PLAN | 403b | $104.0M | 799 | 2024 | |
| 002 | BELLARMINE UNIVERSITY TAX DEFERRED ANNUITY PLAN | 403b | $30.2M | 599 | 2024 |
Retirement plans
Welfare plans