Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$677K
- Life$104K
- Health$66K
- Long-term disability$64K
- Short-term disability$61K
- Vision$44K
- +1 more
Sponsor portfolioTH
HOBART AND WILLIAM SMITH COLLEGES
EIN 16-0743040higher educationLatest filing 2025
Plans
3
Retirement
1
$240.5M assets
Welfare
2
$1.0M premiums
Participants
2,155
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $1.0M premiums / 534 covered livesCarrier market share
Premium dollars by Schedule A carrier
66%top
- BLUE CROSS OF CALIFORNIA66%
- NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK23%
- METROPOLITAN LIFE INSURANCE COMPANY6%
- EYEMED VISION CARE4%
- EMPLOYEE NETWORK, INC.1%
Broker market share
Schedule A broker compensation
99%top
- CONSILIARIUM GROUP LLC99%
- GCG FINANCIAL LLC1%
- ROBERT G. RELPH AGENCY, INC.0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
HOBART AND WILLIAM SMITH COLLEGES RETIREMENT PLAN
403b
Assets$240.5M
Participants1,473
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520
HOBART AND WILLIAM SMITH COLLEGE WELFARE BENEFITS PLAN
Mixed - EXCELLUS BLUE CROSS BLUE SHIELD
Premiums$1.0M
Covered lives534
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
HOBART AND WILLIAM SMITH COLLEGES SECTION 125 FLEXIBLE BENEFITS PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HOBART AND WILLIAM SMITH COLLEGES RETIREMENT PLAN | 403b | $240.5M | 1,473 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 520 | HOBART AND WILLIAM SMITH COLLEGE WELFARE BENEFITS PLAN | Mixed | EXCELLUS BLUE CROSS BLUE SHIELD | $1.0M | 534 | 2025 | |
| 501 | HOBART AND WILLIAM SMITH COLLEGES SECTION 125 FLEXIBLE BENEFITS PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans