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Sponsor portfolio

PAUL SMITH'S COLLEGE OF ARTS AND SCIENCES

EIN 15-0533545-higher education-Latest filing 2025
Plans
2
Retirement
1
$30.2M assets
Welfare
1
$991K premiums
Participants
580
P O BOX 265 - PAUL SMITHS, NY 129700265518-327-6291LinkedIn501-1000 employeeshigher education
Plans on this EIN
2 filings
#001403b-$30.2M - 430 part#503Fully Insured-$991K - 188 lives

Benefits portfolio analytics

1 plan / $991K premiums / 188 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$909K
  • Prescription drug$909K
  • Dental$78K
  • Vision$78K
  • Other$4K
Total $991K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • MVP HEALTH CARE92%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $991K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ROBERT G. RELPH AGENCY, INC.100%
Total $53K1 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

PAUL SMITH'S COLLEGE OF ARTS AND SCIENCES DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$30.2M
Participants430
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

PAUL SMITH'S COLLEGE OF ARTS AND SCIENCES WELFARE BENEFITS PLAN

Fully Insured - MVP HEALTHCARE

Premiums$991K
Covered lives188
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PAUL SMITH'S COLLEGE OF ARTS AND SCIENCES DEFINED CONTRIBUTION RETIREMENT PLAN403b$30.2M4302024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503PAUL SMITH'S COLLEGE OF ARTS AND SCIENCES WELFARE BENEFITS PLANFully InsuredMVP HEALTHCARE$991K1882025
Retirement plans
Welfare plans
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