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  2. UNION COLLEGE
Sponsor portfolioTH

UNION COLLEGE

EIN 14-1338580-higher education-Latest filing 2024
Plans
2
Retirement
1
$407.4M assets
Welfare
1
$362K premiums
Participants
3,334
807 UNION STREET - SCHENECTADY, NY 12308518-388-6108union.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
2 filings
#001403b-$407.4M - 2,303 part#501Mixed-$362K - 795 lives

Benefits portfolio analytics

1 plan / $362K premiums / 795 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$362K
  • Life$347K
  • Short-term disability$347K
  • Long-term disability$347K
Total $362K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA96%
  • TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC.4%
Total $362K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN AND BROWN OF FLORIDA, INC.100%
Total $58K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

UNION COLLEGE RETIREMENT PLAN

403b

Assets$407.4M
Participants2,303
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNION COLLEGE HEALTH AND WELFARE PLAN

Mixed - SUN LIFE AND HEALTH INSURANCE COMPANY (U.S.)

Premiums$362K
Covered lives795
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNION COLLEGE RETIREMENT PLAN403b$407.4M2,3032024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNION COLLEGE HEALTH AND WELFARE PLANMixedSUN LIFE AND HEALTH INSURANCE COMPANY (U.S.)$362K7952024
Retirement plans
Welfare plans
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