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Sponsor portfolio

SKIDMORE COLLEGE

EIN 14-1338562-higher education-Latest filing 2025
Plans
3
Retirement
2
$369.1M assets
Welfare
1
$5.5M premiums
Participants
3,626
815 NORTH BROADWAY - SARATOGA SPRINGS, NY 128661632518-580-5000skidmore.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
3 filings
#002403b-$368.4M - 2,366 part#001TraditionalDB-$696K - 36 part#510Mixed-$5.5M - 1,525 lives

Retirement portfolio analytics

2 plans aggregated / $369.1M assets / 2,402 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • 403(B) RETIREMENT PLAN (#002)100%
  • SUPPLEMENTAL RETIREMENT PLAN (#001)0%
Total $369.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • THE VANGUARD GROUP, INC.100%
  • (Not disclosed)0%
Total $369.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403(B) RETIREMENT PLAN (#002)2,366
  • SUPPLEMENTAL RETIREMENT PLAN (#001)36
Total 2,402Click row to drill in

Benefits portfolio analytics

1 plan / $5.5M premiums / 1,525 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.4M
  • Stop-loss$964K
  • Dental$730K
  • Life$274K
  • Long-term disability$145K
  • Other$1K
Total $5.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
39%top
  • MVP HEALTH CARE39%
  • UNITEDHEALTHCARE INSURANCE COMPANY22%
  • SUN LIFE ASSURANCE COMPANY OF CANADA17%
  • DELTA DENTAL OF CALIFORNIA13%
  • STANDARD OF NEW YORK7%
  • +2 more
Total $5.5M7 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • THE SEGAL COMPANY100%
  • GALLAGHER BENEFIT SERVICES, INC.0%
Total $132K2 slices

Plan deep-dives

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

SKIDMORE 403(B) RETIREMENT PLAN

403b

Assets$368.4M
Participants2,366
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SKIDMORE COLLEGE SUPPLEMENTAL RETIREMENT PLAN

TraditionalDB

Assets$696K
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

SKIDMORE COLLEGE FLEXIBLE BENEFIT PLAN

Mixed - MVP HEALTHCARE

Premiums$5.5M
Covered lives1,525
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SKIDMORE 403(B) RETIREMENT PLAN403b$368.4M2,3662024
001SKIDMORE COLLEGE SUPPLEMENTAL RETIREMENT PLANTraditionalDB$696K362025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510SKIDMORE COLLEGE FLEXIBLE BENEFIT PLANMixedMVP HEALTHCARE$5.5M1,5252024
Retirement plans
Welfare plans
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