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Sponsor portfolio

TRUSTEES OF EMMANUEL COLLEGE

EIN 04-2105769-Educational Services-Latest filing 2024
Plans
2
Retirement
1
$121.6M assets
Welfare
1
$4.5M premiums
Participants
1,213
400 THE FENWAY - BOSTON, MA 02115617-735-9991
Plans on this EIN
2 filings
#001403b-$121.6M - 919 part#501Mixed-$4.5M - 468 lives

Benefits portfolio analytics

1 plan / $4.5M premiums / 468 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.3M
  • Other$73K
  • Long-term disability$71K
  • Life$65K
  • Vision$15K
Total $4.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • HARVARD PILGRIM HEALTH CARE96%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
  • VISION SERVICE PLAN0%
  • ALLONE HEALTH0%
Total $4.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
62%top
  • RISK STRATEGIES COMPANY62%
  • RSC INSURANCE BROKERAGE INC26%
  • EMERSON REID LLC12%
Total $83K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

EMMANUEL COLLEGE DEFINED CONTRIBUTION PLAN

403b

Assets$121.6M
Participants919
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EMMANUEL COLLEGE EMPLOYEE BENEFITS PLAN

Mixed - HARVARD PILGRIM HEALTH CARE

Premiums$4.5M
Covered lives468
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EMMANUEL COLLEGE DEFINED CONTRIBUTION PLAN403b$121.6M9192024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EMMANUEL COLLEGE EMPLOYEE BENEFITS PLANMixedHARVARD PILGRIM HEALTH CARE$4.5M4682024
Retirement plans
Welfare plans
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