Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
THE PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE
EIN 03-0179298higher educationLatest filing 2025
Plans
4
Retirement
3
$944.9M assets
Welfare
1
$4.5M premiums
Participants
6,731
75 SHANNON STREET, SUITE 100 - MIDDLEBURY, VT 05753802-443-5751LinkedIn5001-10000 employeeshigher education
Retirement portfolio analytics
3 plans aggregated / $944.9M assets / 5,395 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
- TIAA100%
- (Not disclosed)0%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.5M premiums / 2,490 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$3.0M
- Other$1.2M
- Life$984K
- Long-term disability$633K
- Vision$276K
Carrier market share
Premium dollars by Schedule A carrier
68%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY68%
- UNUM LIFE INSURANCE COMPANY OF AMERICA26%
- VISION SERVICE PLAN6%
Broker market share
Schedule A broker compensation
100%top
- ACRISURE LLC100%
- HODGES-MACE BENEFITS GRP INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
THE MIDDLEBURY COLLEGE CORE RETIREMENT PLAN
403b
Assets$620.6M
Participants3,096
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
THE MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN
403b
Assets$324.3M
Participants2,298
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
MIDDLEBURY COLLEGE PUERTO RICO RETIREMENT PLAN
ProfitSharing
Assets$5K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MIDDLEBURY COLLEGE HEALTH AND WELFARE BENEFITS PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$4.5M
Covered lives2,490
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | THE MIDDLEBURY COLLEGE CORE RETIREMENT PLAN | 403b | $620.6M | 3,096 | 2025 | |
| 004 | THE MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN | 403b | $324.3M | 2,298 | 2025 | |
| 006 | MIDDLEBURY COLLEGE PUERTO RICO RETIREMENT PLAN | ProfitSharing | $5K | 1 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MIDDLEBURY COLLEGE HEALTH AND WELFARE BENEFITS PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $4.5M | 2,490 | 2025 |
Retirement plans
Welfare plans