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  2. TRUSTEES OF CLARK UNIVERSITY
Sponsor portfolio

TRUSTEES OF CLARK UNIVERSITY

EIN 04-2111203-higher education-Latest filing 2025
Plans
2
Retirement
1
$377.6M assets
Welfare
1
$799K premiums
Participants
2,683
950 MAIN STREET - WORCESTER, MA 01610508-793-7295clarku.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
2 filings
#002403b-$377.6M - 2,044 part#502Mixed-$799K - 925 lives

Benefits portfolio analytics

1 plan / $799K premiums / 925 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$414K
  • Life$391K
  • Short-term disability$391K
  • Long-term disability$391K
  • Dental$385K
Total $799K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA49%
  • BLUE CROSS OF CALIFORNIA48%
  • NEW DIRECTIONS BEHAVIORAL HEALTH3%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $799K4 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • RSC INSURANCE BROKERAGE INC80%
  • SELMAN & COMPANY, LLC16%
  • LOCKTON COMPANIES, LLC4%
  • SULLIVAN INSURANCE AGENCY0%
Total $107K4 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

CLARK UNIVERSITY RETIREMENT PLAN

403b

Assets$377.6M
Participants2,044
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CLARK UNIVERSITY EMPLOYEE BENEFITS PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$799K
Covered lives925
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CLARK UNIVERSITY RETIREMENT PLAN403b$377.6M2,0442024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CLARK UNIVERSITY EMPLOYEE BENEFITS PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$799K9252025
Retirement plans
Welfare plans
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