Form 5500 · Employee benefit plan · DURHAM, NC
DUKE UNIVERSITY
DUKE UNIVERSITY's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MARK III BROKERAGE. Coverage is written through LINCOLN NATIONAL LIFE INSURANCE CO. and 14 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-0532129 · plan 524 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LINCOLN NATIONAL LIFE INSURANCE CO. | Life | 22,074 | December | $378,905 |
| AMERITAS LIFE INSURANCE COMPANY | Dental | 84,383 | December | $352,799 |
| UNITED HEALTHCARE INSURANCE COMPANY | Vision | 47,437 | December | $208,849 |
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | 1,264 | December | $173,200 |
| THE HARTFORD LIFE AND ACCIDENT | — | 4,749 | December | $107,689 |
| MUTUAL OF OMAHA | — | 20,836 | January | $69,979 |
| THE HARTFORD LIFE AND ACCIDENT INSURANCE | Disability | 789 | December | $46,368 |
| GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Disability | 1,169 | June | $25,138 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 40,839 | December | $15,788 |
| PRINCIPAL LIFE INSURANCE COMPANY | Life | 1,347 | June | $12,356 |
| ACE AMERICAN INSURANCE COMPANY | — | 41,982 | February | $3,543 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO | Disability | 4 | December | $32 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | Life | 2 | December | $12 |
| CIGNA HEALTH AND LIFE INS COMPANY | Health | 71,487 | April | $0 |
| BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | Health, Stop-loss | 14,383 | December | $0 |
Questions
Who is DUKE UNIVERSITY's benefits broker?
Per its most recent Form 5500 Schedule A, DUKE UNIVERSITY's broker of record is MARK III BROKERAGE.
What insurance carrier does DUKE UNIVERSITY use?
DUKE UNIVERSITY's benefit plan is written through LINCOLN NATIONAL LIFE INSURANCE CO., among 15 disclosed carriers.
When does DUKE UNIVERSITY's group plan renew?
The most recent Schedule A policy period for DUKE UNIVERSITY ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from DUKE UNIVERSITY's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.