Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
BARD COLLEGE
EIN 14-1713034higher educationLatest filing 2025
Plans
3
Retirement
2
$390.3M assets
Welfare
1
$2.0M premiums
Participants
6,646
PO BOX 5000 - ANNANDALE-ON-HUDSON, NY 12504845-758-7372bard.eduLinkedIn1001-5000 employeeshigher education
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $390.3M assets / 3,835 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
- TIAA100%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.0M premiums / 1,991 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$838K
- Health$666K
- Other$633K
- Life$434K
- Short-term disability$434K
- Long-term disability$434K
Carrier market share
Premium dollars by Schedule A carrier
64%top
- ANTHEM LIFE INSURANCE COMPANY64%
- UNITEDHEALTHCARE INSURANCE COMPANY26%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY7%
- METROPOLITAN LIFE INSURANCE COMPANY1%
- COMPSYCH1%
- +1 more
Broker market share
Schedule A broker compensation
82%top
- ROBERT G. RELPH AGENCY, INC.82%
- RELPH ROBERT G AGENCY INC10%
- GCG FINANCIAL LLC8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BARD COLLEGE/SIMONS ROCK 403(B) PLAN
403b
Assets$379.4M
Participants3,664
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
LONGY SCHOOL OF MUSIC DEFINED CONTRIBUTION RETIREMENT PLAN
403b
Assets$10.9M
Participants171
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BARD COLLEGE HEALTH & WELFARE PLAN
Mixed - ANTHEM BLUE CROSS
Premiums$2.0M
Covered lives1,991
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BARD COLLEGE/SIMONS ROCK 403(B) PLAN | 403b | $379.4M | 3,664 | 2024 | |
| 006 | LONGY SCHOOL OF MUSIC DEFINED CONTRIBUTION RETIREMENT PLAN | 403b | $10.9M | 171 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BARD COLLEGE HEALTH & WELFARE PLAN | Mixed | ANTHEM BLUE CROSS | $2.0M | 1,991 | 2025 |
Retirement plans
Welfare plans