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| Plan Name | INDIANA UNIVERSITY FOUNDATION WELFARE BENEFIT PLAN |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | INDIANA UNIVERSITY FOUNDATION |
| Employer identification number (EIN): | 356018940 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 501 | 2023-01-01 | APRIL UNDERWOOD | 2024-09-13 |
| Measure | Date | Value |
|---|---|---|
| 2023: INDIANA UNIVERSITY FOUNDATION WELFARE BENEFIT PLAN 2023 401k membership | ||
| Total participants, beginning-of-year | 2023-01-01 | 301 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 346 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
| Total of all active and inactive participants | 2023-01-01 | 346 |
| Number of employers contributing to the scheme | 2023-01-01 | 0 |
| 2023: INDIANA UNIVERSITY FOUNDATION WELFARE BENEFIT PLAN 2023 form 5500 responses | ||
|---|---|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | First time form 5500 has been submitted | Yes |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) | |||||||||||||||||||||||||||||
| Policy contract number | G 0061157800002 | ||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||
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| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) | |||||||||||||||||||||||||||||
| Policy contract number | ABL0659353 | ||||||||||||||||||||||||||||
| Policy instance | 2 | ||||||||||||||||||||||||||||
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| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) | |||||||||||||||||||||||||||||
| Policy contract number | 1000639 | ||||||||||||||||||||||||||||
| Policy instance | 3 | ||||||||||||||||||||||||||||
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| DELTA DENTAL OF INDIANA (National Association of Insurance Commissioners NAIC id number: 52634 ) | |||||||||||||||||||||||||||||
| Policy contract number | 10268 | ||||||||||||||||||||||||||||
| Policy instance | 4 | ||||||||||||||||||||||||||||
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