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Sponsor portfolioTH

ENDICOTT COLLEGE

EIN 04-2103567-higher education-Latest filing 2025
Plans
2
Retirement
1
$116.9M assets
Welfare
1
$11.2M premiums
Participants
2,655
376 HALE ST - BEVERLY, MA 01915978-232-2029endicott.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
2 filings
#002403b-$116.9M - 2,016 part#501Fully Insured-$11.2M - 1,228 lives

Benefits portfolio analytics

1 plan / $11.2M premiums / 1,228 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$10.9M
  • Dental$10.9M
  • Vision$10.9M
  • Other$351K
  • Life$315K
  • Short-term disability$245K
  • +1 more
Total $11.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • BLUE CROSS OF CALIFORNIA97%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
Total $11.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • RSC INSURANCE BROKERAGE INC98%
  • BAKER, JOHN FRAZIER2%
Total $245K2 slices

Plan deep-dives

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

ENDICOTT COLLEGE DC RETIREMENT PLAN

403b

Assets$116.9M
Participants2,016
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ENDICOTT COLLEGE HEALTH & WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS

Premiums$11.2M
Covered lives1,228
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ENDICOTT COLLEGE DC RETIREMENT PLAN403b$116.9M2,0162024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ENDICOTT COLLEGE HEALTH & WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS$11.2M1,2282025
Retirement plans
Welfare plans
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