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  2. Bellarmine University
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

Bellarmine University

EIN 61-0482955-higher education-Latest filing 2025
Plans
2
Retirement
2
$141.9M assets
Health & Benefits
0
Participants
1,379
2001 NEWBURG RD - LOUISVILLE, KY 40205502-272-8000bellarmine.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
2 filings
#001403(b)-$109.7M - 799 part#002403(b)-$32.1M - 580 part

Retirement portfolio analytics

2 plans aggregated / $141.9M assets / 1,379 participants

Assets by plan

Share of aggregate retirement assets

  • DEFINED CONTRIBUTION PLAN (#001)$109.7M
  • DEFERRED ANNUITY PLAN (#002)$32.1M
Total $141.9MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • TIAA$141.9M
Total $141.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • DEFINED CONTRIBUTION PLAN (#001)799
  • DEFERRED ANNUITY PLAN (#002)580
Total 1,379Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

BELLARMINE UNIVERSITY DEFINED CONTRIBUTION PLAN

403(b)

Assets$109.7M
Participants799
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

BELLARMINE UNIVERSITY TAX DEFERRED ANNUITY PLAN

403(b)

Assets$32.1M
Participants580
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001BELLARMINE UNIVERSITY DEFINED CONTRIBUTION PLAN403(b)$109.7M7992025
#002BELLARMINE UNIVERSITY TAX DEFERRED ANNUITY PLAN403(b)$32.1M5802025
  • BELLARMINE UNIVERSITY DEFINED CONTRIBUTION PLAN$109.7M
    #001 · 403(b) · 2025799
  • BELLARMINE UNIVERSITY TAX DEFERRED ANNUITY PLAN$32.1M
    #002 · 403(b) · 2025580
Retirement plans
Health & Benefits plans

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  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
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