Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
AMHERST COLLEGE TRUSTEES
EIN 04-2103542Educational ServicesLatest filing 2025
Plans
7
Retirement
3
$660.6M assets
Welfare
4
$22.2M premiums
Participants
10,430
79 SO. PLEASANT STREET, SUITE 200 - AMHERST, MA 010025000
Retirement portfolio analytics
3 plans aggregated / $660.6M assets / 4,564 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $22.2M premiums / 5,624 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$21.1M
- Prescription drug$21.1M
- Dental$21.0M
- Vision$1.6M
- Life$515K
- Long-term disability$407K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
95%top
- BLUE CROSS OF CALIFORNIA95%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA4%
- HARTFORD LIFE AND ACCIDENT0%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
- EYEMED VISION CARE0%
- +1 more
Broker market share
Schedule A broker compensation
86%top
- BROWN AND BROWN OF FLORIDA, INC.86%
- ENROLLEASE11%
- POTOMAC BASIN GROUP ASSOCIATES LLC2%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN
403b
Assets$635.7M
Participants4,139
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
AMHERST COLLEGE STAFF RETIREMENT PLAN
TraditionalDB
Assets$21.8M
Participants331
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
FOLGER SHAKESPEARE LIBRARY STAFF RETIREMENT PLAN
TraditionalDB
Assets$3.2M
Participants94
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507
AMHERST COLLEGE HEALTH AND DENTAL PLAN
Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$21.3M
Covered lives2,177
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
GROUP LIFE INSURANCE PLAN FOR FACULTY ADMINISTRATORS AND STAFF
Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$515K
Covered lives1,246
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
TOTAL DISABILITY PLAN FOR FACULTY, ADMINISTRATORS AND STAFF
Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$407K
Covered lives2,201
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510
DEATH BENEFIT PLAN FOR FACULTY AND TRUSTEE APPOINTED ADMINISTRATORS
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | 403b | $635.7M | 4,139 | 2025 | |
| 003 | AMHERST COLLEGE STAFF RETIREMENT PLAN | TraditionalDB | $21.8M | 331 | 2025 | |
| 004 | FOLGER SHAKESPEARE LIBRARY STAFF RETIREMENT PLAN | TraditionalDB | $3.2M | 94 | 2025 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 507 | AMHERST COLLEGE HEALTH AND DENTAL PLAN | Mixed | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $21.3M | 2,177 | 2025 | |
| 501 | GROUP LIFE INSURANCE PLAN FOR FACULTY ADMINISTRATORS AND STAFF | Fully Insured | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $515K | 1,246 | 2025 | |
| 503 | TOTAL DISABILITY PLAN FOR FACULTY, ADMINISTRATORS AND STAFF | Fully Insured | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $407K | 2,201 | 2025 | |
| 510 | DEATH BENEFIT PLAN FOR FACULTY AND TRUSTEE APPOINTED ADMINISTRATORS | Unknown | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans