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Sponsor portfolioTH

COLUMBIAN MUTUAL LIFE INSURANCE COMPANY

EIN 15-0274455-Latest filing 2025
Plans
3
Retirement
2
$157.1M assets
Welfare
1
$2.7M premiums
Participants
1,475
PO BOX 1381 - BINGHAMTON, NY 139021381607-724-2472
Plans on this EIN
3 filings
#014TraditionalDB-$80.7M - 932 part#009401k-$76.4M - 365 part#501Fully Insured-$2.7M - 196 lives

Retirement portfolio analytics

2 plans aggregated / $157.1M assets / 1,297 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • INSURANCE COMPANY PENSION (#014)51%
  • PROFIT SHARING PLAN (#009)49%
Total $157.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
51%top
  • (Not disclosed)51%
  • THE VANGUARD GROUP, INC.49%
Total $157.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INSURANCE COMPANY PENSION (#014)932
  • PROFIT SHARING PLAN (#009)365
Total 1,297Click row to drill in

Benefits portfolio analytics

1 plan / $2.7M premiums / 196 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Prescription drug$2.3M
  • Dental$137K
  • Life$137K
  • Long-term disability$137K
  • Other$137K
  • +2 more
Total $2.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
  • THE PAUL REVERE LIFE INSURANCE COMPANY1%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Total $2.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • ACRISURE LLC84%
  • GCG FINANCIAL LLC15%
  • JEFFREY GREENBLOTT1%
  • GREGORY ULATOWSKI0%
  • BERT VAN DER WERFF0%
  • +1 more
Total $112K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#014

COLUMBIAN MUTUAL LIFE INSURANCE COMPANY PENSION PLAN

TraditionalDB

Assets$80.7M
Participants932
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#009

CFG SAVINGS & PROFIT SHARING PLAN

401k

Assets$76.4M
Participants365
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COLUMBIAN MUTUAL LIFE INSURANCE COMPANY

Fully Insured - EXCELLUS BLUE CROSS BLUE SHIELD

Premiums$2.7M
Covered lives196
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
014COLUMBIAN MUTUAL LIFE INSURANCE COMPANY PENSION PLANTraditionalDB$80.7M9322024
009CFG SAVINGS & PROFIT SHARING PLAN401k$76.4M3652024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COLUMBIAN MUTUAL LIFE INSURANCE COMPANYFully InsuredEXCELLUS BLUE CROSS BLUE SHIELD$2.7M1962025
Retirement plans
Welfare plans
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