Indiana University Foundation
Plan context: Indiana University Foundation Retirement Plan
EIN 35-6018940 • Bloomington, IN • 124 filings • 16 plans
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
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 363 | $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 | - | - | - |
| 2023 | 2 | 346 | $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 | - | - | - |
| 2022 | 5 | 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 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 | - | - | - |
| 2021 | 5 | 277 | $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 | - | - | - |
| 2020 | 5 | 278 | $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 | - | - | - |
| 2019 | 5 | 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%. |
| 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 | - | - | - |
| 2018 | 5 | 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 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 | - | - | - |
| 2017 | 5 | 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%. |
| 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 | - | - | - |
| 2016 | 5 | 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%. |
| 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 | - | - | - |
| 2015 | 5 | 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%. |
| 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 | - | - | - | - | - |
| 2014 | 5 | 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%. |
| 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 | - | - | - |
| 2013 | 5 | 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%. |
| 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 | - | - | - |
| 2012 | 5 | 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%. |
| 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 | - | - | - |
| 2011 | 5 | 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%. |
| 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 | - | - | - |
| 2010 | 5 | 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 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 | - | - | - |
| 2009 | 5 | 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%. |
| 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 | - | - | - |
| 2008 | 5 | 212 | $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 | - | - | - |
| 2007 | 5 | 209 | $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 | - | - | - |
| 2006 | 5 | 206 | $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 | - | - | - |
| 2005 | 5 | 192 | $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 | - | - | - |
| 2004 | 5 | 213 | $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 | - | - | - |
| 2003 | 5 | 209 | $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 | - | - | - |
| 2002 | 5 | 205 | $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 | - | - | - |
| 2001 | 5 | 236 | $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 | - | - | - |
| 2000 | 5 | 211 | $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 | - | - | - |
| 1999 | 5 | 205 | $0 | $0 | - |
| Indiana University Foundation Healthcare Plan | - | 196 | - | - | - |