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Form 5500 · Employee benefit plan · BLOOMINGTON, IN

INDIANA UNIVERSITY FOUNDATION

INDIANA UNIVERSITY FOUNDATION of BLOOMINGTON, IN files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is NORMAN C.MERLET. Coverage is written through VALIC ANNUITY LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 35-6018940 · plan 001 · as of Jul 2026

Participants
634
Carriers on file
4
Disclosed commissions
$23
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
VALIC ANNUITY LIFE INSURANCE COMPANY3December$23
AMERICAN UNITED LIFE INSURANCE COMPANY2December$0
AMERICAN UNITED LIFE INSURANCE COMPANY2December$0
TIAA-CREF611December$0

Questions

Who is INDIANA UNIVERSITY FOUNDATION's benefits broker?

Per its most recent Form 5500 Schedule A, INDIANA UNIVERSITY FOUNDATION's broker of record is NORMAN C.MERLET.

What insurance carrier does INDIANA UNIVERSITY FOUNDATION use?

INDIANA UNIVERSITY FOUNDATION's benefit plan is written through VALIC ANNUITY LIFE INSURANCE COMPANY, among 4 disclosed carriers.

When does INDIANA UNIVERSITY FOUNDATION's group plan renew?

The most recent Schedule A policy period for INDIANA UNIVERSITY FOUNDATION ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from INDIANA UNIVERSITY FOUNDATION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.