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
$534.6M assets
Welfare
1
$727K premiums
Participants
4,172
1 COLLEGE STREET - WORCESTER, MA 01610508-793-2426
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $534.6M assets / 2,991 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $727K premiums / 1,254 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$648K
- Long-term disability$648K
- Other$648K
- Vision$67K
- Health$12K
- Prescription drug$12K
Carrier market share
Premium dollars by Schedule A carrier
89%top
- SUN LIFE ASSURANCE COMPANY OF CANADA89%
- EYEMED VISION CARE9%
- TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC.1%
- FALLON HEALTH1%
Broker market share
Schedule A broker compensation
100%top
- BROWN & BROWN INSURANCE SERVICES100%
- ENROLLEASE0%
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$448.0M
Participants2,152
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$727K
Covered lives1,254
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 | $448.0M | 2,152 | 2025 | |
| 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 | $727K | 1,254 | 2025 |
Retirement plans
Welfare plans