Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
TRUSTEES OF DARTMOUTH COLLEGE
EIN 02-0222111primary/secondary educationLatest filing 2024
Plans
5
Retirement
4
$2.51B assets
Welfare
1
$6.4M premiums
Participants
23,113
HUMAN RESOURCES-6042, 7 LEBANON STREET, SUITE 203 - HANOVER, NH 037552112603-646-3588LinkedIn1-10 employeesprimary/secondary education
Retirement portfolio analytics
4 plans aggregated / $2.51B assets / 17,703 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $6.4M premiums / 5,764 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$3.2M
- Other$2.8M
- Life$2.6M
- Long-term disability$2.6M
- Vision$305K
- Health$22K
Carrier market share
Premium dollars by Schedule A carrier
51%top
- DELTA DENTAL OF CALIFORNIA51%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY40%
- VISION SERVICE PLAN5%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY4%
- COMPSYCH1%
- +1 more
Broker market share
Schedule A broker compensation
96%top
- BROWN AND BROWN OF FLORIDA, INC.96%
- AON CONSULTING INC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
SUPPLEMENTAL RETIREMENT ACCOUNTS FOR ALL EMPLOYEES OF DARTMOUTH COLLEGE
403b
Assets$1.12B
Participants7,961
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF
MoneyPurchase
Assets$933.3M
Participants7,883
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
403(B) DEFINED CONTRIBUTION RETIREMENT PLAN FOR DARTMOUTH COLLEGE FACULTY AND STAFF
403b
Assets$356.0M
Participants942
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF
TraditionalDB
Assets$102.4M
Participants917
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
THE HEALTH & WELFARE BENEFITS PLAN OF DARTMOUTH COLLEGE
Mixed - DELTA DENTAL PLAN OF NEW HAMPSHIRE, INC.
Premiums$6.4M
Covered lives5,764
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SUPPLEMENTAL RETIREMENT ACCOUNTS FOR ALL EMPLOYEES OF DARTMOUTH COLLEGE | 403b | $1.12B | 7,961 | 2024 | |
| 005 | 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF | MoneyPurchase | $933.3M | 7,883 | 2024 | |
| 001 | 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN FOR DARTMOUTH COLLEGE FACULTY AND STAFF | 403b | $356.0M | 942 | 2024 | |
| 002 | DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF | TraditionalDB | $102.4M | 917 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | THE HEALTH & WELFARE BENEFITS PLAN OF DARTMOUTH COLLEGE | Mixed | DELTA DENTAL PLAN OF NEW HAMPSHIRE, INC. | $6.4M | 5,764 | 2024 |
Retirement plans
Welfare plans