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Sponsor portfolio

VASSAR COLLEGE

EIN 14-1338587-higher education-Latest filing 2025
Plans
3
Retirement
2
$609.3M assets
Welfare
1
$2.1M premiums
Participants
5,033
BOX 718, 124 RAYMOND AVENUE - POUGHKEEPSIE, NY 126040718845-437-5851vassar.eduLinkedIn1001-5000 employeeshigher education
Plans on this EIN
3 filings
#002403b-$550.8M - 3,498 part#001TraditionalDB-$58.5M - 633 part#501Fully Insured-$2.1M - 1,125 lives

Retirement portfolio analytics

2 plans aggregated / $609.3M assets / 4,131 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • 403(B) RETIREMENT PLAN (#002)90%
  • DEFINED BENEFIT PENSION (#001)10%
Total $609.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
90%top
  • TIAA90%
  • (Not disclosed)10%
Total $609.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403(B) RETIREMENT PLAN (#002)3,498
  • DEFINED BENEFIT PENSION (#001)633
Total 4,131Click row to drill in

Benefits portfolio analytics

1 plan / $2.1M premiums / 1,125 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Other$565K
  • Life$543K
  • Long-term disability$543K
  • Dental$459K
  • Vision$5K
Total $2.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • MVP HEALTH CARE50%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA27%
  • DELTA DENTAL OF CALIFORNIA22%
  • ANTHEM LIFE INSURANCE COMPANY0%
Total $2.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • ROBERT G. RELPH AGENCY, INC.76%
  • TIMOTHY J CLAIN24%
Total $69K2 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

VASSAR COLLEGE 403(B) RETIREMENT PLAN

403b

Assets$550.8M
Participants3,498
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

VASSAR COLLEGE DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$58.5M
Participants633
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VASSAR COLLEGE WELFARE BENEFIT PLAN

Fully Insured - MVP HEALTHCARE

Premiums$2.1M
Covered lives1,125
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002VASSAR COLLEGE 403(B) RETIREMENT PLAN403b$550.8M3,4982024
001VASSAR COLLEGE DEFINED BENEFIT PENSION PLANTraditionalDB$58.5M6332025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VASSAR COLLEGE WELFARE BENEFIT PLANFully InsuredMVP HEALTHCARE$2.1M1,1252024
Retirement plans
Welfare plans
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