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  1. Companies/
  2. Chautauqua Institution
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Chautauqua Institution

EIN 16-0758844-leisure, travel & tourism-Latest filing 2025
Plans
6
Retirement
4
$15.0M assets
Health & Benefits
2
$168K premiums
Participants
488
PO BOX 28 - CHAUTAUQUA, NY 147220028716-635-7622chq.orgLinkedIn1001-5000 employeesleisure, travel & tourism
Plans on this EIN
6 filings
#001403(b)-$10.4M - 95 part#002403(b)-$4.2M - 60 part#004403(b)-$458K - 6 part#003403(b)-$53K - 13 part#502Fully insured-$168K - 140 lives#501Self-funded-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Retirement portfolio analytics

4 plans aggregated / $15.0M assets / 174 participants

Assets by plan

Share of aggregate retirement assets

  • 403 (B) PLAN (#001)$10.4M
  • FULL TIME 403(B) (#002)$4.2M
  • INSTITUTION SEASONAL 403(B) (#004)$458K
  • PART TIME 403(B) (#003)$53K
Total $15.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • 403 (B) PLAN (#001)95
  • FULL TIME 403(B) (#002)60
  • PART TIME 403(B) (#003)13
  • INSTITUTION SEASONAL 403(B) (#004)6
Total 174Select a row to open it

Benefits portfolio analytics

2 plans / $168K premiums / 140 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$168K
  • Vision$168K
  • Life$168K
  • Long-term disability$168K
  • Other$168K
Total $168K5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

CHAUTAUQUA INSTITUTION 403 (B) PLAN

403(b)

Assets$10.4M
Participants95
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

CHAUTAUQUA INSTITUTION FULL TIME 403(B) PLAN

403(b)

Assets$4.2M
Participants60
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004

CHAUTAUQUA INSTITUTION SEASONAL 403(B) PLAN

403(b)

Assets$458K
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

CHAUTAUQUA INSTITUTION PART TIME 403(B) PLAN

403(b)

Assets$53K
Participants13
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

CHAUTAUQUA INSTITUTION ANCILLARY PLAN

Fully insured - SUN LIFE AND HEALTH INSURANCE COMPANY (U.S.)

Premiums$168K
Covered lives140
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

CHAUTAUQUA INSTITUTION MEDICAL PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

4 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CHAUTAUQUA INSTITUTION 403 (B) PLAN403(b)$10.4M952025
#002CHAUTAUQUA INSTITUTION FULL TIME 403(B) PLAN403(b)$4.2M602025
#004CHAUTAUQUA INSTITUTION SEASONAL 403(B) PLAN403(b)$458K62025
#003CHAUTAUQUA INSTITUTION PART TIME 403(B) PLAN403(b)$53K132025
  • CHAUTAUQUA INSTITUTION 403 (B) PLAN$10.4M
    #001 · 403(b) · 202595
  • CHAUTAUQUA INSTITUTION FULL TIME 403(B) PLAN$4.2M
    #002 · 403(b) · 202560
  • CHAUTAUQUA INSTITUTION SEASONAL 403(B) PLAN$458K
    #004 · 403(b) · 20256
  • CHAUTAUQUA INSTITUTION PART TIME 403(B) PLAN$53K
    #003 · 403(b) · 202513

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502CHAUTAUQUA INSTITUTION ANCILLARY PLANFully insuredSUN LIFE AND HEALTH INSURANCE COMPANY (U.S.)$168K1402025
#501CHAUTAUQUA INSTITUTION MEDICAL PLANSelf-funded-$002025
  • CHAUTAUQUA INSTITUTION ANCILLARY PLAN$168K
    #502 · Fully insured · SUN LIFE AND HEALTH INSURANCE COMPANY (U.S.) · 2025140
  • CHAUTAUQUA INSTITUTION MEDICAL PLAN$0
    #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans

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  2. Benefits analytics
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  5. Health & Benefits plans
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