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Sponsor portfolioTH

CLARKSON UNIVERSITY

EIN 15-0543659-higher education-Latest filing 2025
Plans
2
Retirement
1
$372.7M assets
Welfare
1
$349K premiums
Participants
2,153
8 CLARKSON AVE, CU BOX 5542 - POTSDAM, NY 13699315-268-6497clarkson.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
2 filings
#001403b-$372.7M - 1,574 part#502Mixed-$349K - 579 lives

Benefits portfolio analytics

1 plan / $349K premiums / 579 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$105K
  • Vision$72K
  • Long-term disability$71K
  • Short-term disability$59K
  • Other$42K
Total $349K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK71%
  • VISION SERVICE PLAN21%
  • METROPOLITAN LIFE INSURANCE COMPANY9%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $349K4 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • ROBERT G. RELPH AGENCY, INC.95%
  • GCG FINANCIAL LLC5%
Total $9K2 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

CLARKSON UNIVERSITY PENSION PLAN

403b

Assets$372.7M
Participants1,574
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CLARKSON UNIVERSITY HEALTH & WELFARE BENEFITS PLAN

Mixed - NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK

Premiums$349K
Covered lives579
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CLARKSON UNIVERSITY PENSION PLAN403b$372.7M1,5742024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CLARKSON UNIVERSITY HEALTH & WELFARE BENEFITS PLANMixedNEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK$349K5792025
Retirement plans
Welfare plans
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