Upper Iowa University
Plan context: Upper Iowa University Tax Deferred Annuity Plan
EIN 42-0680372 • 146 filings • 16 plans
Current Snapshot
Latest Year
2024
2024 Participants
453
2024 Assets
$48,841,304
2024 Contributions
$1,108,304
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 | 453 | $48,841,304 | $1,108,304 | $2,447iApproximate average salary by contribution assumption: employee only about $61,165 at 4% or $40,776 at 6%; with 50% employer match about $40,776 at 4% or $27,184 at 6%; with 100% employer match about $30,582 at 4% or $20,388 at 6%. |
| Upper Iowa University Tax Deferred Annuity Plan | - | 453 | $48,841,304 | $1,108,304 | $2,447iApproximate average salary by contribution assumption: employee only about $61,165 at 4% or $40,776 at 6%; with 50% employer match about $40,776 at 4% or $27,184 at 6%; with 100% employer match about $30,582 at 4% or $20,388 at 6%. |
| Upper Iowa University Group Health Plan | - | 219 | - | - | - |
| 2023 | 2 | 468 | $46,056,102 | $1,302,917 | $2,784iApproximate average salary by contribution assumption: employee only about $69,600 at 4% or $46,400 at 6%; with 50% employer match about $46,400 at 4% or $30,933 at 6%; with 100% employer match about $34,800 at 4% or $23,200 at 6%. |
| Upper Iowa University Tax Deferred Annuity Plan | - | 468 | $46,056,102 | $1,302,917 | $2,784iApproximate average salary by contribution assumption: employee only about $69,600 at 4% or $46,400 at 6%; with 50% employer match about $46,400 at 4% or $30,933 at 6%; with 100% employer match about $34,800 at 4% or $23,200 at 6%. |
| Upper Iowa University Group Health Plan | - | 208 | - | - | - |
| 2022 | 8 | 474 | $42,248,282 | $1,518,125 | $3,203iApproximate average salary by contribution assumption: employee only about $80,070 at 4% or $53,380 at 6%; with 50% employer match about $53,380 at 4% or $35,587 at 6%; with 100% employer match about $40,035 at 4% or $26,690 at 6%. |
| Upper Iowa University Tax Deferred Annuity Plan | - | 474 | $42,248,282 | $1,518,125 | $3,203iApproximate average salary by contribution assumption: employee only about $80,070 at 4% or $53,380 at 6%; with 50% employer match about $53,380 at 4% or $35,587 at 6%; with 100% employer match about $40,035 at 4% or $26,690 at 6%. |
| Upper Iowa University Life Insurance Plan | - | 0 | - | - | - |
| Upper Iowa University Short-Term Disability Plan | - | 0 | - | - | - |
| Upper Iowa University Hospitalization Plan | - | 0 | - | - | - |
| Upper Iowa University Long-Term Disability Plan | - | 0 | - | - | - |
| Upper Iowa University Dental Plan | - | 0 | - | - | - |
| Upper Iowa University Vision Plan | - | 0 | - | - | - |
| Upper Iowa University Group Health Plan | - | 257 | - | - | - |
| 2021 | 7 | 487 | $48,530,438 | $1,382,610 | $2,839iApproximate average salary by contribution assumption: employee only about $70,976 at 4% or $47,317 at 6%; with 50% employer match about $47,317 at 4% or $31,545 at 6%; with 100% employer match about $35,488 at 4% or $23,659 at 6%. |
| Upper Iowa University Tax Deferred Annuity Plan | - | 487 | $48,530,438 | $1,382,610 | $2,839iApproximate average salary by contribution assumption: employee only about $70,976 at 4% or $47,317 at 6%; with 50% employer match about $47,317 at 4% or $31,545 at 6%; with 100% employer match about $35,488 at 4% or $23,659 at 6%. |
| Upper Iowa University Life Insurance Plan | - | 302 | - | - | - |
| Upper Iowa University Short-Term Disability Plan | - | 302 | - | - | - |
| Upper Iowa University Hospitalization Plan | - | 274 | - | - | - |
| Upper Iowa University Long-Term Disability Plan | - | 226 | - | - | - |
| Upper Iowa University Dental Plan | - | 254 | - | - | - |
| Upper Iowa University Vision Plan | - | 163 | - | - | - |
| 2020 | 7 | 496 | $44,992,279 | $1,325,756 | $2,673iApproximate average salary by contribution assumption: employee only about $66,822 at 4% or $44,548 at 6%; with 50% employer match about $44,548 at 4% or $29,699 at 6%; with 100% employer match about $33,411 at 4% or $22,274 at 6%. |
| Upper Iowa University Tax Deferred Annuity Plan | - | 496 | $44,992,279 | $1,325,756 | $2,673iApproximate average salary by contribution assumption: employee only about $66,822 at 4% or $44,548 at 6%; with 50% employer match about $44,548 at 4% or $29,699 at 6%; with 100% employer match about $33,411 at 4% or $22,274 at 6%. |
| Upper Iowa University Life Insurance Plan | - | 314 | - | - | - |
| Upper Iowa University Short-Term Disability Plan | - | 314 | - | - | - |
| Upper Iowa University Hospitalization Plan | - | 282 | - | - | - |
| Upper Iowa University Long-Term Disability Plan | - | 238 | - | - | - |
| Upper Iowa University Dental Plan | - | 254 | - | - | - |
| Upper Iowa University Vision Plan | - | 167 | - | - | - |
| 2019 | 7 | 611 | $40,665,406 | $1,658,048 | $2,714iApproximate average salary by contribution assumption: employee only about $67,842 at 4% or $45,228 at 6%; with 50% employer match about $45,228 at 4% or $30,152 at 6%; with 100% employer match about $33,921 at 4% or $22,614 at 6%. |
| Upper Iowa University Tax Deferred Annuity Plan | - | 611 | $40,665,406 | $1,658,048 | $2,714iApproximate average salary by contribution assumption: employee only about $67,842 at 4% or $45,228 at 6%; with 50% employer match about $45,228 at 4% or $30,152 at 6%; with 100% employer match about $33,921 at 4% or $22,614 at 6%. |
| Upper Iowa University Dental Plan | - | 276 | - | - | - |
| Upper Iowa University Hospitalization Plan | - | 314 | - | - | - |
| Upper Iowa University Life Insurance Plan | - | 352 | - | - | - |
| Upper Iowa University Long-Term Disability Plan | - | 276 | - | - | - |
| Upper Iowa University Short-Term Disability Plan | - | 352 | - | - | - |
| Upper Iowa University Vision Plan | - | 187 | - | - | - |
| 2018 | 7 | 658 | $36,748,313 | $1,542,482 | $2,344iApproximate average salary by contribution assumption: employee only about $58,605 at 4% or $39,070 at 6%; with 50% employer match about $39,070 at 4% or $26,047 at 6%; with 100% employer match about $29,302 at 4% or $19,535 at 6%. |
| Upper Iowa University Tax Deferred Annuity Plan | - | 658 | $36,748,313 | $1,542,482 | $2,344iApproximate average salary by contribution assumption: employee only about $58,605 at 4% or $39,070 at 6%; with 50% employer match about $39,070 at 4% or $26,047 at 6%; with 100% employer match about $29,302 at 4% or $19,535 at 6%. |
| Upper Iowa University Dental Plan | - | 537 | - | - | - |
| Upper Iowa University Hospitalization Plan | - | 314 | - | - | - |
| Upper Iowa University Life Insurance Plan | - | 361 | - | - | - |
| Upper Iowa University Long-Term Disability Plan | - | 317 | - | - | - |
| Upper Iowa University Short-Term Disability Plan | - | 361 | - | - | - |
| Upper Iowa University Vision Plan | - | 186 | - | - | - |
| 2017 | 7 | 728 | $38,912,899 | $2,385,472 | $3,277iApproximate average salary by contribution assumption: employee only about $81,919 at 4% or $54,612 at 6%; with 50% employer match about $54,612 at 4% or $36,408 at 6%; with 100% employer match about $40,959 at 4% or $27,306 at 6%. |
| Upper Iowa University Tax Deferred Annuity Plan | - | 728 | $38,912,899 | $2,385,472 | $3,277iApproximate average salary by contribution assumption: employee only about $81,919 at 4% or $54,612 at 6%; with 50% employer match about $54,612 at 4% or $36,408 at 6%; with 100% employer match about $40,959 at 4% or $27,306 at 6%. |
| Upper Iowa University Dental Plan | - | 509 | - | - | - |
| Upper Iowa University Hospitalization Plan | - | 316 | - | - | - |
| Upper Iowa University Long-Term Disability Plan | - | 331 | - | - | - |
| Upper Iowa University Short-Term Disability Plan | - | 375 | - | - | - |
| Upper Iowa University Vision Plan | - | 187 | - | - | - |
| Upper Iowa University Life Insurance Plan | - | 375 | - | - | - |
| 2016 | 7 | 723 | $34,265,730 | $1,780,808 | $2,463iApproximate average salary by contribution assumption: employee only about $61,577 at 4% or $41,051 at 6%; with 50% employer match about $41,051 at 4% or $27,368 at 6%; with 100% employer match about $30,789 at 4% or $20,526 at 6%. |
| Upper Iowa University Tax Deferred Annuity Plan | - | 723 | $34,265,730 | $1,780,808 | $2,463iApproximate average salary by contribution assumption: employee only about $61,577 at 4% or $41,051 at 6%; with 50% employer match about $41,051 at 4% or $27,368 at 6%; with 100% employer match about $30,789 at 4% or $20,526 at 6%. |
| Upper Iowa University Hospitalization Plan | - | 318 | - | - | - |
| Upper Iowa University Long-Term Disability Plan | - | 370 | - | - | - |
| Upper Iowa University Life Insurance Plan | - | 375 | - | - | - |
| Upper Iowa University Short-Term Disability Plan | - | 375 | - | - | - |
| Upper Iowa University Vision Plan | - | 173 | - | - | - |
| Upper Iowa University Dental Plan | - | 488 | - | - | - |
| 2015 | 7 | 699 | $32,947,771 | $1,743,070 | $2,494iApproximate average salary by contribution assumption: employee only about $62,342 at 4% or $41,561 at 6%; with 50% employer match about $41,561 at 4% or $27,707 at 6%; with 100% employer match about $31,171 at 4% or $20,781 at 6%. |
| Upper Iowa University Tax Deferred Annuity Plan | - | 699 | $32,947,771 | $1,743,070 | $2,494iApproximate average salary by contribution assumption: employee only about $62,342 at 4% or $41,561 at 6%; with 50% employer match about $41,561 at 4% or $27,707 at 6%; with 100% employer match about $31,171 at 4% or $20,781 at 6%. |
| Upper Iowa University Vision Plan | - | 153 | - | - | - |
| Upper Iowa University Dental Plan | - | 490 | - | - | - |
| Upper Iowa University Short-Term Disability Plan | - | 358 | - | - | - |
| Upper Iowa University Long-Term Disability Plan | - | 358 | - | - | - |
| Upper Iowa University Hospitalization Plan | - | 309 | - | - | - |
| Upper Iowa University Life Insurance Plan | - | 358 | - | - | - |
| 2014 | 7 | 691 | $31,932,727 | $1,314,909 | $1,903iApproximate average salary by contribution assumption: employee only about $47,573 at 4% or $31,715 at 6%; with 50% employer match about $31,715 at 4% or $21,143 at 6%; with 100% employer match about $23,786 at 4% or $15,858 at 6%. |
| Upper Iowa University Tax Deferred Annuity Plan | - | 691 | $31,932,727 | $1,314,909 | $1,903iApproximate average salary by contribution assumption: employee only about $47,573 at 4% or $31,715 at 6%; with 50% employer match about $31,715 at 4% or $21,143 at 6%; with 100% employer match about $23,786 at 4% or $15,858 at 6%. |
| Upper Iowa University Vision Plan | - | 138 | - | - | - |
| Upper Iowa University Dental Plan | - | 254 | - | - | - |
| Upper Iowa University Hospitalization Plan | - | 328 | - | - | - |
| Upper Iowa University Long-Term Disability Plan | - | 363 | - | - | - |
| Upper Iowa University Short-Term Disability Plan | - | 362 | - | - | - |
| Upper Iowa University Life Insurance Plan | - | 363 | - | - | - |
| 2013 | 6 | 574 | $30,428,804 | $1,997,550 | $3,480iApproximate average salary by contribution assumption: employee only about $87,001 at 4% or $58,001 at 6%; with 50% employer match about $58,001 at 4% or $38,667 at 6%; with 100% employer match about $43,501 at 4% or $29,000 at 6%. |
| Upper Iowa University Tax Deferred Annuity Plan | - | 574 | $30,428,804 | $1,076,938 | $1,876iApproximate average salary by contribution assumption: employee only about $46,905 at 4% or $31,270 at 6%; with 50% employer match about $31,270 at 4% or $20,847 at 6%; with 100% employer match about $23,452 at 4% or $15,635 at 6%. |
| Upper Iowa University Life Insurance Plan | - | 368 | - | - | - |
| Upper Iowa University Long-Term Disability Plan | - | 368 | - | - | - |
| Upper Iowa University Hospitalization Plan | - | 345 | - | - | - |
| Upper Iowa University Short-Term Disability Plan | - | 367 | - | - | - |
| UPPER IOWA UNIVERSITY DEFINED CONTRIBUTION PLAN | - | 0 | - | $920,612 | - |
| 2012 | 6 | 540 | $25,542,309 | $2,210,018 | $4,093iApproximate average salary by contribution assumption: employee only about $102,316 at 4% or $68,210 at 6%; with 50% employer match about $68,210 at 4% or $45,474 at 6%; with 100% employer match about $51,158 at 4% or $34,105 at 6%. |
| UPPER IOWA UNIVERSITY DEFINED CONTRIBUTION PLAN | - | 540 | $20,722,724 | $1,789,550 | $3,314iApproximate average salary by contribution assumption: employee only about $82,850 at 4% or $55,233 at 6%; with 50% employer match about $55,233 at 4% or $36,822 at 6%; with 100% employer match about $41,425 at 4% or $27,617 at 6%. |
| Upper Iowa University Tax Deferred Annuity Plan | - | 317 | $4,819,585 | $420,468 | $1,326iApproximate average salary by contribution assumption: employee only about $33,160 at 4% or $22,107 at 6%; with 50% employer match about $22,107 at 4% or $14,738 at 6%; with 100% employer match about $16,580 at 4% or $11,053 at 6%. |
| Upper Iowa University Hospitalization Plan | - | 344 | - | - | - |
| Upper Iowa University Short-Term Disability Plan | - | 380 | - | - | - |
| Upper Iowa University Life Insurance Plan | - | 382 | - | - | - |
| Upper Iowa University Long-Term Disability Plan | - | 382 | - | - | - |
| 2011 | 6 | 528 | $21,933,281 | $2,061,918 | $3,905iApproximate average salary by contribution assumption: employee only about $97,629 at 4% or $65,086 at 6%; with 50% employer match about $65,086 at 4% or $43,391 at 6%; with 100% employer match about $48,814 at 4% or $32,543 at 6%. |
| UPPER IOWA UNIVERSITY DEFINED CONTRIBUTION PLAN | - | 528 | $17,873,399 | $1,682,131 | $3,186iApproximate average salary by contribution assumption: employee only about $79,646 at 4% or $53,098 at 6%; with 50% employer match about $53,098 at 4% or $35,398 at 6%; with 100% employer match about $39,823 at 4% or $26,549 at 6%. |
| Upper Iowa University Tax Deferred Annuity Plan | - | 306 | $4,059,882 | $379,787 | $1,241iApproximate average salary by contribution assumption: employee only about $31,028 at 4% or $20,686 at 6%; with 50% employer match about $20,686 at 4% or $13,790 at 6%; with 100% employer match about $15,514 at 4% or $10,343 at 6%. |
| Upper Iowa University Short-Term Disability Plan | - | 359 | - | - | - |
| Upper Iowa University Long-Term Disability Plan | - | 362 | - | - | - |
| Upper Iowa University Hospitalization Plan | - | 327 | - | - | - |
| Upper Iowa University Life Insurance Plan | - | 361 | - | - | - |
| 2010 | 6 | 524 | $21,212,920 | $2,054,883 | $3,922iApproximate average salary by contribution assumption: employee only about $98,038 at 4% or $65,359 at 6%; with 50% employer match about $65,359 at 4% or $43,573 at 6%; with 100% employer match about $49,019 at 4% or $32,679 at 6%. |
| TIAA-CREF RETIREMENT PLAN | - | 524 | $17,105,460 | $1,455,039 | $2,777iApproximate average salary by contribution assumption: employee only about $69,420 at 4% or $46,280 at 6%; with 50% employer match about $46,280 at 4% or $30,853 at 6%; with 100% employer match about $34,710 at 4% or $23,140 at 6%. |
| Upper Iowa University Tax Deferred Annuity Plan | - | 311 | $4,107,460 | $599,844 | $1,929iApproximate average salary by contribution assumption: employee only about $48,219 at 4% or $32,146 at 6%; with 50% employer match about $32,146 at 4% or $21,431 at 6%; with 100% employer match about $24,109 at 4% or $16,073 at 6%. |
| Upper Iowa University Life Insurance Plan | - | 349 | - | - | - |
| Upper Iowa University Short-Term Disability Plan | - | 349 | - | - | - |
| Upper Iowa University Long-Term Disability Plan | - | 349 | - | - | - |
| Upper Iowa University Hospitalization Plan | - | 302 | - | - | - |
| 2009 | 6 | 487 | $17,864,985 | $1,586,509 | $3,258iApproximate average salary by contribution assumption: employee only about $81,443 at 4% or $54,295 at 6%; with 50% employer match about $54,295 at 4% or $36,197 at 6%; with 100% employer match about $40,721 at 4% or $27,148 at 6%. |
| TIAA-CREF RETIREMENT PLAN | - | 487 | $14,626,598 | $1,266,854 | $2,601iApproximate average salary by contribution assumption: employee only about $65,034 at 4% or $43,356 at 6%; with 50% employer match about $43,356 at 4% or $28,904 at 6%; with 100% employer match about $32,517 at 4% or $21,678 at 6%. |
| Upper Iowa University Tax Deferred Annuity Plan | - | 286 | $3,238,387 | $319,655 | $1,118iApproximate average salary by contribution assumption: employee only about $27,942 at 4% or $18,628 at 6%; with 50% employer match about $18,628 at 4% or $12,419 at 6%; with 100% employer match about $13,971 at 4% or $9,314 at 6%. |
| Upper Iowa University Long-Term Disability Plan | - | 305 | - | - | - |
| Upper Iowa University Life Insurance Plan | - | 305 | - | - | - |
| Upper Iowa University Short-Term Disability Plan | - | 305 | - | - | - |
| Upper Iowa University Hospitalization Plan | - | 271 | - | - | - |
| 2008 | 6 | 319 | $0 | $0 | - |
| Upper Iowa University Hospitalization Plan | - | 261 | - | - | - |
| TIAA-CREF RETIREMENT PLAN | - | 0 | - | - | - |
| Upper Iowa University Life Insurance Plan | - | 319 | - | - | - |
| Upper Iowa University Long-Term Disability Plan | - | 318 | - | - | - |
| Upper Iowa University Tax Deferred Annuity Plan | - | 0 | - | - | - |
| Upper Iowa University Short-Term Disability Plan | - | 318 | - | - | - |
| 2007 | 5 | 281 | $0 | $0 | - |
| TIAA-CREF RETIREMENT PLAN | - | 0 | - | - | - |
| Upper Iowa University Tax Deferred Annuity Plan | - | 0 | - | - | - |
| Upper Iowa University Life Insurance Plan | - | 280 | - | - | - |
| Upper Iowa University Short-Term Disability Plan | - | 281 | - | - | - |
| Upper Iowa University Hospitalization Plan | - | 241 | - | - | - |
| 2006 | 5 | 249 | $0 | $0 | - |
| Upper Iowa University Short-Term Disability Plan | - | 249 | - | - | - |
| Upper Iowa University Life Insurance Plan | - | 248 | - | - | - |
| Upper Iowa University Tax Deferred Annuity Plan | - | 0 | - | - | - |
| TIAA-CREF RETIREMENT PLAN | - | 0 | - | - | - |
| Upper Iowa University Hospitalization Plan | - | 223 | - | - | - |
| 2005 | 5 | 232 | $0 | $0 | - |
| Upper Iowa University Hospitalization Plan | - | 210 | - | - | - |
| Upper Iowa University Tax Deferred Annuity Plan | - | 0 | - | - | - |
| TIAA-CREF RETIREMENT PLAN | - | 0 | - | - | - |
| Upper Iowa University Life Insurance Plan | - | 231 | - | - | - |
| Upper Iowa University Short-Term Disability Plan | - | 232 | - | - | - |
| 2004 | 5 | 238 | $0 | $0 | - |
| Upper Iowa University Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2003 | 6 | 222 | $0 | $0 | - |
| 2002 | 6 | 217 | $0 | $0 | - |
| 2001 | 5 | 209 | $0 | $0 | - |
| 2000 | 5 | 191 | $0 | $0 | - |