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Sponsor portfolioTH

BOWDOIN COLLEGE

EIN 01-0215213-higher education-Latest filing 2025
Plans
4
Retirement
2
$281.8M assets
Welfare
2
$876K premiums
Participants
4,100
3500 COLLEGE STA - BRUNSWICK, ME 040118426207-721-5540bowdoin.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
4 filings
#004MoneyPurchase-$276.9M - 1,867 part#002403b-$4.9M - 28 part#516Mixed-$871K - 1,103 lives#506Fully Insured-$5K - 1,078 lives

Retirement portfolio analytics

2 plans aggregated / $281.8M assets / 1,895 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • COLLEGE RETIREMENT PLAN (#004)98%
  • INSTRUCTION AND ADMINISTRATION (#002)2%
Total $281.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COLLEGE RETIREMENT PLAN (#004)1,867
  • INSTRUCTION AND ADMINISTRATION (#002)28
Total 1,895Click row to drill in

Benefits portfolio analytics

2 plans / $876K premiums / 2,181 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • HARTFORD LIFE AND ACCIDENT100%
Total $5K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $1K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

BOWDOIN COLLEGE RETIREMENT PLAN

MoneyPurchase

Assets$276.9M
Participants1,867
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BOWDOIN COLLEGE RETIREMENT PLAN FOR OFFICERS OF INSTRUCTION AND ADMINISTRATION

403b

Assets$4.9M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#516

BOWDOIN COLLEGE EMPLOYEE WELFARE BENEFIT PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$871K
Covered lives1,103
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

BOWDOIN COLLEGE GROUP TRAVEL ACCIDENT INSURANCE PLAN

Fully Insured - HARTFORD FIRE INSURANCE COMPANY

Premiums$5K
Covered lives1,078
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004BOWDOIN COLLEGE RETIREMENT PLANMoneyPurchase$276.9M1,8672025
002BOWDOIN COLLEGE RETIREMENT PLAN FOR OFFICERS OF INSTRUCTION AND ADMINISTRATION403b$4.9M282025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
516BOWDOIN COLLEGE EMPLOYEE WELFARE BENEFIT PLANMixedHARTFORD LIFE AND ACCIDENT$871K1,1032024
506BOWDOIN COLLEGE GROUP TRAVEL ACCIDENT INSURANCE PLANFully InsuredHARTFORD FIRE INSURANCE COMPANY$5K1,0782025
Retirement plans
Welfare plans
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