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Sponsor portfolioTH

STERLING AND FRANCINE CLARK ART INSTITUTE

EIN 04-2163004-Arts, Entertainment, and Recreation-Latest filing 2025
Plans
2
Retirement
1
$42.3M assets
Welfare
1
$1.7M premiums
Participants
374
225 SOUTH STREET - WILLIAMSTOWN, MA 01267413-458-0591
Plans on this EIN
2 filings
#001403b-$42.3M - 266 part#505Fully Insured-$1.7M - 164 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 164 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Dental$80K
  • Long-term disability$48K
  • Life$23K
  • Other$23K
  • Vision$8K
Total $1.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY4%
Total $1.7M2 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • DIGITAL INSURANCE LLC99%
  • ENROLLEASE1%
Total $55K2 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

STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN

403b

Assets$42.3M
Participants266
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

STERLING AND FRANCINE CLARK ART INSTITUTE WRAP PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$1.7M
Covered lives164
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN403b$42.3M2662025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505STERLING AND FRANCINE CLARK ART INSTITUTE WRAP PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$1.7M1642025
Retirement plans
Welfare plans
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