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  2. SMITH COLLEGE
Sponsor portfolioTH

SMITH COLLEGE

EIN 04-1843040-Educational Services-Latest filing 2024
Plans
2
Retirement
1
$628.7M assets
Welfare
1
$846K premiums
Participants
5,270
GARRISON HALL, 42 WEST STREET - NORTHAMPTON, MA 01063413-585-2275LinkedIn11-50 employees
Plans on this EIN
2 filings
#002403b-$628.7M - 3,845 part#510Mixed-$846K - 1,527 lives

Benefits portfolio analytics

1 plan / $846K premiums / 1,527 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$726K
  • Long-term disability$726K
  • Vision$120K
Total $846K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY86%
  • EYEMED VISION CARE14%
Total $846K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN AND BROWN OF FLORIDA, INC.100%
Total $63K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SMITH COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$628.7M
Participants3,845
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

SMITH COLLEGE EMPLOYEE BENEFIT PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$846K
Covered lives1,527
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SMITH COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN403b$628.7M3,8452024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510SMITH COLLEGE EMPLOYEE BENEFIT PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$846K1,5272024
Retirement plans
Welfare plans
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