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Sponsor portfolioTH

COLGATE UNIVERSITY

EIN 15-0532078-higher education-Latest filing 2025
Plans
4
Retirement
1
$567.8M assets
Welfare
3
$957K premiums
Participants
4,488
13 OAK DRIVE - HAMILTON, NY 13346315-228-7411LinkedIn11-50 employeeshigher education
Plans on this EIN
4 filings
#001403b-$567.8M - 2,624 part#520Mixed-$957K - 1,137 lives#501Self Funded-0 lives#508Self Funded-0 lives

Benefits portfolio analytics

3 plans / $957K premiums / 1,137 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$853K
  • Short-term disability$853K
  • Long-term disability$853K
  • Other$853K
  • Vision$104K
Total $957K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • SYMETRA LIFE INSURANCE COMPANY89%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
Total $957K2 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • ROBERT G. RELPH AGENCY, INC.58%
  • GCG FINANCIAL LLC42%
Total $85K2 slices

Plan deep-dives

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

COLGATE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT

403b

Assets$567.8M
Participants2,624
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520

COLGATE UNIVERSITY HEALTH AND WELFARE PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$957K
Covered lives1,137
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

COLGATE UNIVERSITY SECTION 125 FLEXIBLE BENEFITS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COLGATE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT403b$567.8M2,6242024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
520COLGATE UNIVERSITY HEALTH AND WELFARE PLANMixedSYMETRA LIFE INSURANCE COMPANY$957K1,1372025
501COLGATE UNIVERSITY SECTION 125 FLEXIBLE BENEFITS PLANSelf Funded-$002025
508EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITYSelf Funded-$002024
Retirement plans
Welfare plans
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