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Sponsor portfolioTH

NORWICH UNIVERSITY

EIN 03-0179424-higher education-Latest filing 2025
Plans
2
Retirement
1
$175.8M assets
Welfare
1
$391K premiums
Participants
2,536
158 HARMON DRIVE - NORTHFIELD, VT 05663802-485-2075norwich.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
2 filings
#001403b-$175.8M - 1,875 part#515Mixed-$391K - 569 lives

Benefits portfolio analytics

1 plan / $391K premiums / 569 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$329K
  • Life$257K
  • Long-term disability$257K
  • Vision$62K
Total $391K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA84%
  • VISION SERVICE PLAN16%
Total $391K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • THE RICHARDS GROUP100%
Total $22K1 slice

Plan deep-dives

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

NORWICH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$175.8M
Participants1,875
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#515

NORWICH UNIVERSITY CAFETERIA PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$391K
Covered lives569
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NORWICH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN403b$175.8M1,8752024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
515NORWICH UNIVERSITY CAFETERIA PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$391K5692025
Retirement plans
Welfare plans
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