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Sponsor portfolio

CHAUTAUQUA INSTITUTION

EIN 16-0758844-leisure, travel & tourism-Latest filing 2025
Plans
6
Retirement
4
$14.2M assets
Welfare
2
$168K premiums
Participants
486
PO BOX 28 - CHAUTAUQUA, NY 147220028716-635-7622chq.orgLinkedIn1001-5000 employeesleisure, travel & tourism
Plans on this EIN
6 filings
#001403b-$9.8M - 94 part#002403b-$4.0M - 62 part#004403b-$450K - 6 part#003403b-$59K - 10 part#502Fully Insured-$168K - 140 lives#501Self Funded-0 lives

Retirement portfolio analytics

4 plans aggregated / $14.2M assets / 172 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • 403 (B) PLAN (#001)69%
  • FULL TIME 403(B) (#002)28%
  • INSTITUTION SEASONAL 403(B) (#004)3%
  • PART TIME 403(B) (#003)0%
Total $14.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403 (B) PLAN (#001)94
  • FULL TIME 403(B) (#002)62
  • PART TIME 403(B) (#003)10
  • INSTITUTION SEASONAL 403(B) (#004)6
Total 172Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA100%
Total $168K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $13K1 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

CHAUTAUQUA INSTITUTION 403 (B) PLAN

403b

Assets$9.8M
Participants94
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

CHAUTAUQUA INSTITUTION FULL TIME 403(B) PLAN

403b

Assets$4.0M
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004

CHAUTAUQUA INSTITUTION SEASONAL 403(B) PLAN

403b

Assets$450K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

CHAUTAUQUA INSTITUTION PART TIME 403(B) PLAN

403b

Assets$59K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#502

CHAUTAUQUA INSTITUTION ANCILLARY PLAN

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

Premiums$168K
Covered lives140
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Welfare#501

CHAUTAUQUA INSTITUTION MEDICAL PLAN

Self Funded

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

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
001CHAUTAUQUA INSTITUTION 403 (B) PLAN403b$9.8M942024
002CHAUTAUQUA INSTITUTION FULL TIME 403(B) PLAN403b$4.0M622024
004CHAUTAUQUA INSTITUTION SEASONAL 403(B) PLAN403b$450K62024
003CHAUTAUQUA INSTITUTION PART TIME 403(B) PLAN403b$59K102024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CHAUTAUQUA INSTITUTION ANCILLARY PLANFully InsuredSUN LIFE AND HEALTH INSURANCE COMPANY (U.S.)$168K1402025
501CHAUTAUQUA INSTITUTION MEDICAL PLANSelf Funded-$002025
Retirement plans
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