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  2. BERKLEE COLLEGE OF MUSIC, INC.
Sponsor portfolioTH

BERKLEE COLLEGE OF MUSIC, INC.

EIN 04-2300472-music-Latest filing 2024
Plans
3
Retirement
2
$406.7M assets
Welfare
1
$523K premiums
Participants
5,808
855 BOYLSTON ST, 4TH FLOOR - BOSTON, MA 022153693617-747-2375berklee.eduLinkedIn501-1000 employeesmusic
Plans on this EIN
3 filings
#002403b-$302.8M - 3,132 part#001TraditionalDB-$104.0M - 706 part#504Mixed-$523K - 1,961 lives

Retirement portfolio analytics

2 plans aggregated / $406.7M assets / 3,838 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • 403(B) RETIREMENT Savings (#002)74%
  • INC. RETIREMENT PLAN (#001)26%
Total $406.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403(B) RETIREMENT Savings (#002)3,132
  • INC. RETIREMENT PLAN (#001)706
Total 3,838Click row to drill in

Benefits portfolio analytics

1 plan / $523K premiums / 1,961 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$523K
  • Life$390K
  • Long-term disability$332K
Total $523K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA84%
  • KGA15%
  • NEW DIRECTIONS BEHAVIORAL HEALTH1%
Total $523K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $48K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BERKLEE COLLEGE OF MUSIC, INC. 403(B) RETIREMENT SAVINGS PLAN

403b

Assets$302.8M
Participants3,132
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BERKLEE COLLEGE OF MUSIC, INC. RETIREMENT PLAN

TraditionalDB

Assets$104.0M
Participants706
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

BERKLEE COLLEGE OF MUSIC, INC. WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$523K
Covered lives1,961
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BERKLEE COLLEGE OF MUSIC, INC. 403(B) RETIREMENT SAVINGS PLAN403b$302.8M3,1322024
001BERKLEE COLLEGE OF MUSIC, INC. RETIREMENT PLANTraditionalDB$104.0M7062024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504BERKLEE COLLEGE OF MUSIC, INC. WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$523K1,9612024
Retirement plans
Welfare plans
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