Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE
EIN 03-0179298higher educationLatest filing 2024
Plans
4
Retirement
3
$885.4M assets
Welfare
1
$4.3M premiums
Participants
6,849
75 SHANNON STREET, SUITE 100 - MIDDLEBURY, VT 05753802-443-5751LinkedIn5001-10000 employeeshigher education
Retirement portfolio analytics
3 plans aggregated / $885.4M assets / 5,423 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 / $4.3M premiums / 2,298 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$2.6M
- Other$1.5M
- Life$1.3M
- Long-term disability$905K
- Vision$280K
Carrier market share
Premium dollars by Schedule A carrier
60%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY60%
- UNUM LIFE INSURANCE COMPANY OF AMERICA34%
- VISION SERVICE PLAN6%
Broker market share
Schedule A broker compensation
100%top
- ACRISURE LLC100%
- HODGES-MACE BENEFITS GRP INC0%
- HICKOK & BOARDMAN FINANCIAL-0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
MIDDLEBURY COLLEGE CORE RETIREMENT PLAN
403b
Assets$573.5M
Participants3,098
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN
403b
Assets$311.8M
Participants2,324
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$4.3M
Covered lives2,298
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | MIDDLEBURY COLLEGE CORE RETIREMENT PLAN | 403b | $573.5M | 3,098 | 2024 | |
| 004 | MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN | 403b | $311.8M | 2,324 | 2024 | |
| 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 | $4.3M | 2,298 | 2024 |
Retirement plans
Welfare plans