Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
PRESIDENT AND TRUSTEES OF BATES COLLEGE
EIN 01-0211781internetLatest filing 2024
Plans
3
Retirement
2
$349.7M assets
Welfare
1
$592K premiums
Participants
4,983
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $349.7M assets / 4,025 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
- TIAA100%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $592K premiums / 873 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$482K
- Life$479K
- Long-term disability$479K
- Vision$40K
Carrier market share
Premium dollars by Schedule A carrier
81%top
- HARTFORD LIFE AND ACCIDENT81%
- AETNA LIFE INSURANCE COMPANY19%
Broker market share
Schedule A broker compensation
99%top
- NFP INSURANCE SERVICES INC99%
- THE BILL JOHNSON AGENCY1%
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$176.6M
Participants1,997
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
BATES COLLEGE MONEY PURCHASE PENSION PLAN
403b
Assets$173.0M
Participants2,028
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$592K
Covered lives873
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 | $176.6M | 1,997 | 2024 | |
| 005 | BATES COLLEGE MONEY PURCHASE PENSION PLAN | 403b | $173.0M | 2,028 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 530 | BATES COLLEGE HEALTH AND WELFARE PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $592K | 873 | 2024 |
Retirement plans
Welfare plans