Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
COLLEGE BOARD
EIN 13-1623965education managementLatest filing 2025
Plans
4
Retirement
3
$1.35B assets
Welfare
1
$3.6M premiums
Participants
8,160
225 LIBERTY ST - NEW YORK, NY 102811048212-713-8000collegeboard.orgLinkedIn1001-5000 employeeseducation management
Retirement portfolio analytics
3 plans aggregated / $1.35B assets / 6,160 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.6M premiums / 4,154 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$2.1M
- Stop-loss$2.1M
- Life$758K
- Long-term disability$758K
- Other$592K
- Short-term disability$51K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
59%top
- ANTHEM LIFE INSURANCE COMPANY59%
- UNUM LIFE INSURANCE COMPANY OF AMERICA35%
- METROPOLITAN LIFE INSURANCE COMPANY3%
- KAISER FOUNDATION HEALTH PLAN INC2%
- ACE AMERICAN INSURANCE COMPANY1%
- +2 more
Broker market share
Schedule A broker compensation
96%top
- HUB INTERNATIONAL MIDWEST LIMITED96%
- REUBEN WARNER ASSOCIATES, INC.4%
- KAYE INSURANCE ASSOCIATES INC0%
- REMEDY ANALYTICS INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
COLLEGE ENTRANCE EXAMINATION BOARD RETIREMENT PLAN
ProfitSharing
Assets$665.5M
Participants2,316
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
COLLEGE ENTRANCE EXAMINATION BOARD TAX-DEFERRED ANNUITY PLAN
403b
Assets$664.4M
Participants3,649
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
COLLEGE ENTRANCE EXAMINATION BOARD RETIREMENT PLAN FOR PUERTO RICO EMPLOYEES
401k
Assets$17.5M
Participants195
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COLLEGE ENTRANCE AND EXAMINATION BOARD HEALTH AND WELFARE BENEFIT PLAN
Mixed - ANTHEM INSURANCE COMPANIES, INC.
Premiums$3.6M
Covered lives4,154
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | COLLEGE ENTRANCE EXAMINATION BOARD RETIREMENT PLAN | ProfitSharing | $665.5M | 2,316 | 2025 | |
| 004 | COLLEGE ENTRANCE EXAMINATION BOARD TAX-DEFERRED ANNUITY PLAN | 403b | $664.4M | 3,649 | 2025 | |
| 005 | COLLEGE ENTRANCE EXAMINATION BOARD RETIREMENT PLAN FOR PUERTO RICO EMPLOYEES | 401k | $17.5M | 195 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COLLEGE ENTRANCE AND EXAMINATION BOARD HEALTH AND WELFARE BENEFIT PLAN | Mixed | ANTHEM INSURANCE COMPANIES, INC. | $3.6M | 4,154 | 2024 |
Retirement plans
Welfare plans