PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SAINT MICHAEL'S COLLEGE
Sponsor portfolio

SAINT MICHAEL'S COLLEGE

EIN 03-0179403-Latest filing 2025
Plans
3
Retirement
2
$102.2M assets
Welfare
1
$262K premiums
Participants
1,455
ONE WINOOSKI PARK - COLCHESTER, VT 05439802-654-2000
Plans on this EIN
3 filings
#001401k-$97.2M - 1,120 part#002403b-$5.0M - 98 part#510Mixed-$262K - 289 lives

Retirement portfolio analytics

2 plans aggregated / $102.2M assets / 1,218 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • SAINT MICHAEL'S COLLEGE (#001)95%
  • SAINT MICHAEL'S COLLEGE (#002)5%
Total $102.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
95%top
  • MILLIMAN, INC.95%
  • (Not disclosed)5%
Total $102.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SAINT MICHAEL'S COLLEGE (#001)1,120
  • SAINT MICHAEL'S COLLEGE (#002)98
Total 1,218Click row to drill in

Benefits portfolio analytics

1 plan / $262K premiums / 289 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$213K
  • Life$190K
  • Long-term disability$158K
  • Vision$48K
Total $262K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA81%
  • VISION SERVICE PLAN18%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY1%
Total $262K3 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • ACRISURE LLC85%
  • HICKOK & BOARDMAN FINANCIAL15%
  • HODGES-MACE BENEFITS GRP INC0%
Total $29K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

RETIREMENT PLAN FOR EMPLOYEES OF SAINT MICHAEL'S COLLEGE

401k

Assets$97.2M
Participants1,120
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SAINT MICHAEL'S COLLEGE 403(B) TRANSFER PLAN OF SAINT MICHAEL'S COLLEGE

403b

Assets$5.0M
Participants98
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

SAINT MICHAEL'S COLLEGE WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$262K
Covered lives289
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RETIREMENT PLAN FOR EMPLOYEES OF SAINT MICHAEL'S COLLEGE401k$97.2M1,1202024
002SAINT MICHAEL'S COLLEGE 403(B) TRANSFER PLAN OF SAINT MICHAEL'S COLLEGE403b$5.0M982024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510SAINT MICHAEL'S COLLEGE WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$262K2892025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica