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Sponsor portfolioTH

OKLAHOMA STATE UNIVERSITY FOUNDATION

EIN 73-6097060-fund-raising-Latest filing 2025
Plans
2
Retirement
1
$44.4M assets
Welfare
1
$1.2M premiums
Participants
534
P.O. BOX 1749 - STILLWATER, OK 74076405-385-5100osugiving.comLinkedIn51-200 employeesfund-raising
Plans on this EIN
2 filings
#003403b-$44.4M - 354 part#501Fully Insured-$1.2M - 356 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 356 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$753K
  • Dental$208K
  • Life$76K
  • Other$66K
  • Short-term disability$58K
  • Long-term disability$51K
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • HEALTHCOMP INTEGRATED SOLUTIONS, LLC65%
  • DELTA DENTAL OF CALIFORNIA18%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY14%
  • VISION SERVICE PLAN3%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $1.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • EMPLOYER ADVOCATES LLC96%
  • NATIONAL BENEFIT CENTER3%
  • WILLIAM D STAEDKE0%
  • HUB INTERNATIONAL MIDWEST LIMITED0%
  • MARILYN K EMBERSON0%
  • +3 more
Total $152K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

OKLAHOMA STATE UNIVERSITY FOUNDATION 403(B) RETIREMENT PLAN

403b

Assets$44.4M
Participants354
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OKLAHOMA STATE UNIVERSITY FOUNDATION CAFETERIA PLA

Fully Insured - HEALTHCOMP INTEGRATED SOLUTIONS, LLC

Premiums$1.2M
Covered lives356
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003OKLAHOMA STATE UNIVERSITY FOUNDATION 403(B) RETIREMENT PLAN403b$44.4M3542025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OKLAHOMA STATE UNIVERSITY FOUNDATION CAFETERIA PLAFully InsuredHEALTHCOMP INTEGRATED SOLUTIONS, LLC$1.2M3562024
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Welfare plans
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