Civic Intelligence

Indiana University Foundation

Plan context: Indiana University Foundation Retirement Plan

EIN 35-6018940 • Bloomington, IN • 124 filings • 16 plans

PO Box 500Bloomington, IN 47402
Current Snapshot

Latest Year

2024

2024 Participants

363

2024 Assets

$80,970,644

2024 Contributions

$4,757,461

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$80,970,644$40,485,322$0200920172024YearValue
$80,970,644Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

4262130199920122024YearValue
363Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242363$80,970,644$4,757,461$13,106iApproximate average salary by contribution assumption: employee only about $327,649 at 4% or $218,433 at 6%; with 50% employer match about $218,433 at 4% or $145,622 at 6%; with 100% employer match about $163,824 at 4% or $109,216 at 6%.
Indiana University Foundation Retirement Plan-322$80,970,644$4,757,461$14,775iApproximate average salary by contribution assumption: employee only about $369,368 at 4% or $246,245 at 6%; with 50% employer match about $246,245 at 4% or $164,164 at 6%; with 100% employer match about $184,684 at 4% or $123,123 at 6%.
Indiana University Foundation Welfare Benefit Plan-363---
20232346$71,182,336$4,516,120$13,052iApproximate average salary by contribution assumption: employee only about $326,309 at 4% or $217,539 at 6%; with 50% employer match about $217,539 at 4% or $145,026 at 6%; with 100% employer match about $163,155 at 4% or $108,770 at 6%.
Indiana University Foundation Retirement Plan-302$71,182,336$4,516,120$14,954iApproximate average salary by contribution assumption: employee only about $373,851 at 4% or $249,234 at 6%; with 50% employer match about $249,234 at 4% or $166,156 at 6%; with 100% employer match about $186,925 at 4% or $124,617 at 6%.
Indiana University Foundation Welfare Benefit Plan-346---
20225261$63,278,731$3,905,580$14,964iApproximate average salary by contribution assumption: employee only about $374,098 at 4% or $249,398 at 6%; with 50% employer match about $249,398 at 4% or $166,266 at 6%; with 100% employer match about $187,049 at 4% or $124,699 at 6%.
Indiana University Foundation Retirement Plan-261$63,278,731$3,905,580$14,964iApproximate average salary by contribution assumption: employee only about $374,098 at 4% or $249,398 at 6%; with 50% employer match about $249,398 at 4% or $166,266 at 6%; with 100% employer match about $187,049 at 4% or $124,699 at 6%.
Indiana University Foundation Travel Accident Benefit Plan-0---
Indiana University Foundation Healthcare Plan-0---
Indiana University Foundation Group Life Insurance Plan-0---
Long Term Disability Insurance-0---
20215277$75,126,527$3,514,088$12,686iApproximate average salary by contribution assumption: employee only about $317,156 at 4% or $211,437 at 6%; with 50% employer match about $211,437 at 4% or $140,958 at 6%; with 100% employer match about $158,578 at 4% or $105,719 at 6%.
Indiana University Foundation Retirement Plan-232$75,126,527$3,514,088$15,147iApproximate average salary by contribution assumption: employee only about $378,673 at 4% or $252,449 at 6%; with 50% employer match about $252,449 at 4% or $168,299 at 6%; with 100% employer match about $189,337 at 4% or $126,224 at 6%.
Indiana University Foundation Travel Accident Benefit Plan-230---
Long Term Disability Insurance-229---
Indiana University Foundation Group Life Insurance Plan-277---
Indiana University Foundation Healthcare Plan-205---
20205278$68,984,848$3,555,461$12,789iApproximate average salary by contribution assumption: employee only about $319,736 at 4% or $213,157 at 6%; with 50% employer match about $213,157 at 4% or $142,105 at 6%; with 100% employer match about $159,868 at 4% or $106,579 at 6%.
Indiana University Foundation Retirement Plan-239$68,984,848$3,555,461$14,876iApproximate average salary by contribution assumption: employee only about $371,910 at 4% or $247,940 at 6%; with 50% employer match about $247,940 at 4% or $165,293 at 6%; with 100% employer match about $185,955 at 4% or $123,970 at 6%.
Long Term Disability Insurance-237---
Indiana University Foundation Group Life Insurance Plan-278---
Indiana University Foundation Healthcare Plan-215---
Indiana University Foundation Travel Accident Benefit Plan-237---
20195262$58,695,784$3,206,850$12,240iApproximate average salary by contribution assumption: employee only about $305,997 at 4% or $203,998 at 6%; with 50% employer match about $203,998 at 4% or $135,999 at 6%; with 100% employer match about $152,999 at 4% or $101,999 at 6%.
Indiana University Foundation Retirement Plan-262$58,695,784$3,206,850$12,240iApproximate average salary by contribution assumption: employee only about $305,997 at 4% or $203,998 at 6%; with 50% employer match about $203,998 at 4% or $135,999 at 6%; with 100% employer match about $152,999 at 4% or $101,999 at 6%.
Long Term Disability Insurance-240---
Indiana University Foundation Travel Accident Benefit Plan-247---
Indiana University Foundation Group Life Insurance Plan-240---
Indiana University Foundation Healthcare Plan-220---
20185325$49,165,626$2,955,483$9,094iApproximate average salary by contribution assumption: employee only about $227,345 at 4% or $151,563 at 6%; with 50% employer match about $151,563 at 4% or $101,042 at 6%; with 100% employer match about $113,672 at 4% or $75,782 at 6%.
Indiana University Foundation Retirement Plan-325$49,165,626$2,955,483$9,094iApproximate average salary by contribution assumption: employee only about $227,345 at 4% or $151,563 at 6%; with 50% employer match about $151,563 at 4% or $101,042 at 6%; with 100% employer match about $113,672 at 4% or $75,782 at 6%.
Indiana University Foundation Travel Accident Benefit Plan-245---
Long Term Disability Insurance-243---
Indiana University Foundation Group Life Insurance Plan-245---
Indiana University Foundation Healthcare Plan-218---
20175335$50,622,505$2,890,317$8,628iApproximate average salary by contribution assumption: employee only about $215,695 at 4% or $143,797 at 6%; with 50% employer match about $143,797 at 4% or $95,865 at 6%; with 100% employer match about $107,848 at 4% or $71,898 at 6%.
Indiana University Foundation Retirement Plan-335$50,622,505$2,890,317$8,628iApproximate average salary by contribution assumption: employee only about $215,695 at 4% or $143,797 at 6%; with 50% employer match about $143,797 at 4% or $95,865 at 6%; with 100% employer match about $107,848 at 4% or $71,898 at 6%.
Long Term Disability Insurance-237---
Indiana University Foundation Group Life Insurance Plan-237---
Indiana University Foundation Healthcare Plan-216---
Indiana University Foundation Travel Accident Benefit Plan-238---
20165345$42,940,355$2,710,644$7,857iApproximate average salary by contribution assumption: employee only about $196,423 at 4% or $130,949 at 6%; with 50% employer match about $130,949 at 4% or $87,299 at 6%; with 100% employer match about $98,212 at 4% or $65,474 at 6%.
Indiana University Foundation Retirement Plan-345$42,940,355$2,710,644$7,857iApproximate average salary by contribution assumption: employee only about $196,423 at 4% or $130,949 at 6%; with 50% employer match about $130,949 at 4% or $87,299 at 6%; with 100% employer match about $98,212 at 4% or $65,474 at 6%.
Long Term Disability Insurance-244---
Indiana University Foundation Group Life Insurance Plan-245---
Indiana University Foundation Healthcare Plan-215---
Indiana University Foundation Travel Accident Benefit Plan-244---
20155340$39,621,917$2,504,896$7,367iApproximate average salary by contribution assumption: employee only about $184,184 at 4% or $122,789 at 6%; with 50% employer match about $122,789 at 4% or $81,859 at 6%; with 100% employer match about $92,092 at 4% or $61,395 at 6%.
Indiana University Foundation Retirement Plan-340$39,621,917$2,504,896$7,367iApproximate average salary by contribution assumption: employee only about $184,184 at 4% or $122,789 at 6%; with 50% employer match about $122,789 at 4% or $81,859 at 6%; with 100% employer match about $92,092 at 4% or $61,395 at 6%.
Long Term Disability Insurance-234---
Indiana University Foundation Group Life Insurance Plan-236---
Indiana University Foundation Healthcare Plan-217---
Indiana University Foundation Travel Accident Benefit Plan-----
20145327$39,252,270$2,419,623$7,399iApproximate average salary by contribution assumption: employee only about $184,986 at 4% or $123,324 at 6%; with 50% employer match about $123,324 at 4% or $82,216 at 6%; with 100% employer match about $92,493 at 4% or $61,662 at 6%.
Indiana University Foundation Retirement Plan-327$39,252,270$2,419,623$7,399iApproximate average salary by contribution assumption: employee only about $184,986 at 4% or $123,324 at 6%; with 50% employer match about $123,324 at 4% or $82,216 at 6%; with 100% employer match about $92,493 at 4% or $61,662 at 6%.
Long Term Disability Insurance-214---
Indiana University Foundation Group Life Insurance Plan-217---
Indiana University Foundation Healthcare Plan-195---
Indiana University Foundation Travel Accident Benefit Plan-217---
20135407$37,061,141$2,188,216$5,376iApproximate average salary by contribution assumption: employee only about $134,411 at 4% or $89,608 at 6%; with 50% employer match about $89,608 at 4% or $59,738 at 6%; with 100% employer match about $67,206 at 4% or $44,804 at 6%.
Indiana University Foundation Retirement Plan-407$37,061,141$2,188,216$5,376iApproximate average salary by contribution assumption: employee only about $134,411 at 4% or $89,608 at 6%; with 50% employer match about $89,608 at 4% or $59,738 at 6%; with 100% employer match about $67,206 at 4% or $44,804 at 6%.
Long Term Disability Insurance-197---
Indiana University Foundation Group Life Insurance Plan-203---
Indiana University Foundation Travel Accident Benefit Plan-186---
Indiana University Foundation Healthcare Plan-186---
20125420$33,248,089$1,988,225$4,734iApproximate average salary by contribution assumption: employee only about $118,347 at 4% or $78,898 at 6%; with 50% employer match about $78,898 at 4% or $52,599 at 6%; with 100% employer match about $59,173 at 4% or $39,449 at 6%.
Indiana University Foundation Retirement Plan-420$33,248,089$1,988,225$4,734iApproximate average salary by contribution assumption: employee only about $118,347 at 4% or $78,898 at 6%; with 50% employer match about $78,898 at 4% or $52,599 at 6%; with 100% employer match about $59,173 at 4% or $39,449 at 6%.
Long Term Disability Insurance-189---
Indiana University Foundation Group Life Insurance Plan-189---
Indiana University Foundation Travel Accident Benefit Plan-186---
Indiana University Foundation Healthcare Plan-169---
20115407$30,171,895$1,766,499$4,340iApproximate average salary by contribution assumption: employee only about $108,507 at 4% or $72,338 at 6%; with 50% employer match about $72,338 at 4% or $48,225 at 6%; with 100% employer match about $54,254 at 4% or $36,169 at 6%.
Indiana University Foundation Retirement Plan-407$30,171,895$1,766,499$4,340iApproximate average salary by contribution assumption: employee only about $108,507 at 4% or $72,338 at 6%; with 50% employer match about $72,338 at 4% or $48,225 at 6%; with 100% employer match about $54,254 at 4% or $36,169 at 6%.
Long Term Disability Insurance-178---
Indiana University Foundation Group Life Insurance Plan-181---
Indiana University Foundation Travel Accident Benefit Plan-172---
Indiana University Foundation Healthcare Plan-163---
20105414$29,965,767$1,604,796$3,876iApproximate average salary by contribution assumption: employee only about $96,908 at 4% or $64,605 at 6%; with 50% employer match about $64,605 at 4% or $43,070 at 6%; with 100% employer match about $48,454 at 4% or $32,303 at 6%.
Indiana University Foundation Retirement Plan-414$29,965,767$1,604,796$3,876iApproximate average salary by contribution assumption: employee only about $96,908 at 4% or $64,605 at 6%; with 50% employer match about $64,605 at 4% or $43,070 at 6%; with 100% employer match about $48,454 at 4% or $32,303 at 6%.
Indiana University Foundation Group Life Insurance Plan-177---
Indiana University Foundation Travel Accident Benefit Plan-172---
Long Term Disability Insurance-172---
Indiana University Foundation Healthcare Plan-155---
20095426$27,551,833$1,792,463$4,208iApproximate average salary by contribution assumption: employee only about $105,191 at 4% or $70,128 at 6%; with 50% employer match about $70,128 at 4% or $46,752 at 6%; with 100% employer match about $52,596 at 4% or $35,064 at 6%.
Indiana University Foundation Retirement Plan-426$27,551,833$1,792,463$4,208iApproximate average salary by contribution assumption: employee only about $105,191 at 4% or $70,128 at 6%; with 50% employer match about $70,128 at 4% or $46,752 at 6%; with 100% employer match about $52,596 at 4% or $35,064 at 6%.
Long Term Disability Insurance-200---
Indiana University Foundation Group Life Insurance Plan-200---
Indiana University Foundation Travel Accident Benefit Plan-200---
Indiana University Foundation Healthcare Plan-186---
20085212$0$0-
Indiana University Foundation Healthcare Plan-192---
Long Term Disability Insurance-212---
Indiana University Foundation Retirement Plan-0---
Indiana University Foundation Travel Accident Benefit Plan-206---
Indiana University Foundation Group Life Insurance Plan-212---
20075209$0$0-
Indiana University Foundation Retirement Plan-0---
Indiana University Foundation Healthcare Plan-190---
Indiana University Foundation Travel Accident Benefit Plan-208---
Indiana University Foundation Group Life Insurance Plan-209---
Long Term Disability Insurance-209---
20065206$0$0-
Indiana University Foundation Travel Accident Benefit Plan-188---
Long Term Disability Insurance-206---
Indiana University Foundation Group Life Insurance Plan-204---
Indiana University Foundation Healthcare Plan-180---
Indiana University Foundation Retirement Plan-0---
20055192$0$0-
Indiana University Foundation Retirement Plan-0---
Long Term Disability Insurance-192---
Indiana University Foundation Group Life Insurance Plan-191---
Indiana University Foundation Travel Accident Benefit Plan-191---
Indiana University Foundation Healthcare Plan-165---
20045213$0$0-
Indiana University Foundation Retirement Plan-0---
Indiana University Foundation Healthcare Plan-171---
Indiana University Foundation Group Life Insurance Plan-213---
Long Term Disability Insurance-197---
Indiana University Foundation Travel Accident Benefit Plan-197---
20035209$0$0-
Indiana University Foundation Retirement Plan-0---
Indiana University Foundation Healthcare Plan-167---
Long Term Disability Insurance-191---
Indiana University Foundation Group Life Insurance Plan-209---
Indiana University Foundation Travel Accident Benefit Plan-191---
20025205$0$0-
Long Term Disability Insurance-191---
Indiana University Foundation Retirement Plan-0---
Indiana University Foundation Travel Accident Benefit Plan-187---
Indiana University Foundation Group Life Insurance Plan-205---
Indiana University Foundation Healthcare Plan-169---
20015236$0$0-
Indiana University Foundation Travel Accident Benefit Plan-206---
Indiana University Foundation Group Life Insurance Plan-236---
Long Term Disability Insurance-221---
Indiana University Foundation Healthcare Plan-199---
Indiana University Foundation Retirement Plan-0---
20005211$0$0-
Indiana University Foundation Group Life Insurance Plan-211---
Long Term Disability Insurance-210---
Indiana University Foundation Healthcare Plan-195---
Indiana University Foundation Travel Accident Benefit Plan-179---
Indiana University Foundation Retirement Plan-0---
19995205$0$0-
Indiana University Foundation Healthcare Plan-196---