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Sponsor portfolioTH

SIENA UNIVERSITY

EIN 14-1338498-higher education-Latest filing 2025
Plans
3
Retirement
1
$257.2M assets
Welfare
2
$11.0M premiums
Participants
2,239
515 LOUDON RD - LOUDONVILLE, NY 122111462518-783-2314siena.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
3 filings
#001403b-$257.2M - 1,490 part#502Fully Insured-$10.5M - 1,205 lives#512Fully Insured-$488K - 158 lives

Benefits portfolio analytics

2 plans / $11.0M premiums / 1,363 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$10.2M
  • Health$10.2M
  • Prescription drug$10.2M
  • Long-term disability$201K
  • Life$95K
  • Other$95K
Total $11.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • AETNA LIFE INSURANCE COMPANY4%
  • THE STANDARD3%
  • ANTHEM LIFE INSURANCE COMPANY0%
  • DELTA DENTAL OF CALIFORNIA0%
Total $11.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • NFP INSURANCE SERVICES INC83%
  • BROWN & BROWN INSURANCE SERVICES17%
  • ROSE & KIERNAN INC0%
Total $298K3 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

SIENA COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$257.2M
Participants1,490
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SIENA COLLEGE HEALTH AND WELFARE PLAN

Fully Insured - HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC.

Premiums$10.5M
Covered lives1,205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512

SIENA COLLEGE RETIREE HEALTH AND WELLNESS PLAN

Fully Insured - AETNA LIFE INSURANCE CO

Premiums$488K
Covered lives158
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SIENA COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN403b$257.2M1,4902024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SIENA COLLEGE HEALTH AND WELFARE PLANFully InsuredHIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC.$10.5M1,2052025
512SIENA COLLEGE RETIREE HEALTH AND WELLNESS PLANFully InsuredAETNA LIFE INSURANCE CO$488K1582025
Retirement plans
Welfare plans
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