Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
PRESIDENT AND TRUSTEES OF BATES COLLEGE
EIN 01-0211781internetLatest filing 2025
Plans
3
Retirement
2
$391.6M assets
Welfare
1
$613K premiums
Participants
4,853
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $391.6M assets / 3,997 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
- TIAA100%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $613K premiums / 889 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$613K
- Life$484K
- Long-term disability$484K
- Vision$115K
Carrier market share
Premium dollars by Schedule A carrier
79%top
- HARTFORD LIFE AND ACCIDENT79%
- AETNA LIFE INSURANCE COMPANY21%
Broker market share
Schedule A broker compensation
99%top
- NFP INSURANCE SERVICES INC99%
- CROSS INSURANCE1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BATES COLLEGE 403(B) RETIREMENT PLAN
403b
Assets$199.5M
Participants1,975
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
BATES COLLEGE MONEY PURCHASE PENSION PLAN
MoneyPurchase
Assets$192.1M
Participants2,022
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#530
BATES COLLEGE HEALTH AND WELFARE PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$613K
Covered lives889
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BATES COLLEGE 403(B) RETIREMENT PLAN | 403b | $199.5M | 1,975 | 2025 | |
| 005 | BATES COLLEGE MONEY PURCHASE PENSION PLAN | MoneyPurchase | $192.1M | 2,022 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 530 | BATES COLLEGE HEALTH AND WELFARE PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $613K | 889 | 2025 |
Retirement plans
Welfare plans