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Sponsor portfolioTH

COLLEGE OF OUR LADY OF THE ELMS

EIN 04-2225850-Educational Services-Latest filing 2025
Plans
2
Retirement
1
$37.6M assets
Welfare
1
$1.4M premiums
Participants
773
291 SPRINGFIELD ST. - CHICOPEE, MA 01013413-594-2761
Plans on this EIN
2 filings
#001403b-$37.6M - 592 part#501Fully Insured-$1.4M - 180 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 180 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Other$206K
  • Dental$173K
  • Vision$173K
  • Life$173K
  • +2 more
Total $1.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • HEALTH NEW ENGLAND, INC.85%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA13%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Total $1.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • UNKNOWN99%
  • USI INSURANCE SERVICES LLC0%
  • BENEFITS ENRICHED INC0%
  • COLOGATE BENEFITS INC0%
  • ENROLLMENT SOLUTIONS LTD0%
  • +3 more
Total $4.2M8 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

ELMS COLLEGE RETIREMENT SAVINGS PLAN

403b

Assets$37.6M
Participants592
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COLLEGE OF OUR LADY OF THE ELMS GROUP INSURANCE PLAN

Fully Insured - HEALTH NEW ENGLAND, INC.

Premiums$1.4M
Covered lives180
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ELMS COLLEGE RETIREMENT SAVINGS PLAN403b$37.6M5922025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COLLEGE OF OUR LADY OF THE ELMS GROUP INSURANCE PLANFully InsuredHEALTH NEW ENGLAND, INC.$1.4M1802025
Retirement plans
Welfare plans
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