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  2. MOUNT HOLYOKE COLLEGE
Sponsor portfolioTH

MOUNT HOLYOKE COLLEGE

EIN 04-2103578-higher education-Latest filing 2025
Plans
4
Retirement
2
$434.1M assets
Welfare
2
$16.5M premiums
Participants
4,143
50 COLLEGE STREET - SOUTH HADLEY, MA 01075413-538-2503mtholyoke.eduLinkedIn1001-5000 employeeshigher education
Plans on this EIN
4 filings
#002403b-$423.0M - 2,945 part#001CashBalance-$11.1M - 164 part#503Mixed-$16.5M - 1,695 lives#502Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $434.1M assets / 3,109 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • CONTRIBUTION RETIREMENT PLAN (#002)97%
  • MOUNT HOLYOKE COLLEGE (#001)3%
Total $434.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTION RETIREMENT PLAN (#002)2,945
  • MOUNT HOLYOKE COLLEGE (#001)164
Total 3,109Click row to drill in

Benefits portfolio analytics

2 plans / $16.5M premiums / 1,695 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$16.1M
  • Dental$16.1M
  • Prescription drug$16.1M
  • Life$422K
  • Long-term disability$422K
  • Other$422K
  • +1 more
Total $16.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • BLUE CROSS OF CALIFORNIA97%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA3%
  • EYEMED VISION CARE0%
Total $16.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • BROWN AND BROWN OF FLORIDA, INC.100%
  • IMG0%
Total $351K2 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

MOUNT HOLYOKE COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$423.0M
Participants2,945
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CASH BALANCE PENSION PLAN FOR STAFF EMPLOYEES OF MOUNT HOLYOKE COLLEGE

CashBalance

Assets$11.1M
Participants164
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

MOUNT HOLYOKE COLLEGE HEALTH AND WELFARE BENEFIT WRAP PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$16.5M
Covered lives1,695
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

MOUNT HOLYOKE COLLEGE FLEXIBLE SPENDING PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MOUNT HOLYOKE COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN403b$423.0M2,9452024
001CASH BALANCE PENSION PLAN FOR STAFF EMPLOYEES OF MOUNT HOLYOKE COLLEGECashBalance$11.1M1642025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503MOUNT HOLYOKE COLLEGE HEALTH AND WELFARE BENEFIT WRAP PLANMixedBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$16.5M1,6952025
502MOUNT HOLYOKE COLLEGE FLEXIBLE SPENDING PLANSelf Funded-$002025
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