Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
TRUSTEES OF THE COLLEGE OF THE HOLY CROSS
EIN 04-2103558Educational ServicesLatest filing 2025
Plans
3
Retirement
2
$488.5M assets
Welfare
1
$693K premiums
Participants
4,037
1 COLLEGE STREET - WORCESTER, MA 01610508-793-3423
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $488.5M assets / 2,923 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
82%top
- TIAA82%
- (Not disclosed)18%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $693K premiums / 1,182 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$620K
- Long-term disability$620K
- Other$620K
- Vision$57K
- Health$16K
- Prescription drug$16K
Carrier market share
Premium dollars by Schedule A carrier
89%top
- SUN LIFE ASSURANCE COMPANY OF CANADA89%
- EYEMED VISION CARE8%
- TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC.2%
- FALLON HEALTH1%
Broker market share
Schedule A broker compensation
100%top
- BROWN AND BROWN OF FLORIDA, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN
403b
Assets$401.8M
Participants2,084
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HOLY CROSS RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES
TraditionalDB
Assets$86.7M
Participants839
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
HEALTH AND WELFARE BENEFITS PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$693K
Covered lives1,182
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN | 403b | $401.8M | 2,084 | 2024 | |
| 002 | HOLY CROSS RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES | TraditionalDB | $86.7M | 839 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | HEALTH AND WELFARE BENEFITS PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $693K | 1,182 | 2024 |
Retirement plans
Welfare plans