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Sponsor portfolio

THE AMERICAN COLLEGE

EIN 23-1352008-education management-Latest filing 2024
Plans
3
Retirement
2
$47.1M assets
Welfare
1
$3.0M premiums
Participants
718
630 ALLENDALE ROAD, SUITE 400 - KING OF PRUSSIA, PA 19406610-526-1000LinkedIn201-500 employeeseducation management
Plans on this EIN
3 filings
#002403b-$36.3M - 332 part#001TraditionalDB-$10.8M - 181 part#510Fully Insured-$3.0M - 292 lives

Retirement portfolio analytics

2 plans aggregated / $47.1M assets / 513 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • DEFERRED ANNUITY PLAN (#002)77%
  • THE AMERICAN COLLEGE (#001)23%
Total $47.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
77%top
  • NATIONWIDE77%
  • (Not disclosed)23%
Total $47.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFERRED ANNUITY PLAN (#002)332
  • THE AMERICAN COLLEGE (#001)181
Total 513Click row to drill in

Benefits portfolio analytics

1 plan / $3.0M premiums / 292 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Dental$2.7M
  • Other$251K
  • Life$224K
  • Short-term disability$224K
  • Long-term disability$224K
  • +1 more
Total $3.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY91%
  • HARTFORD LIFE AND ACCIDENT7%
  • SYMETRA LIFE INSURANCE COMPANY1%
  • VISION SERVICE PLAN1%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
  • +1 more
Total $3.0M6 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • NFP INSURANCE SERVICES INC94%
  • ELM STREET CAPITAL LLC5%
  • LOVASCO CONSULTING GROUP INC1%
Total $45K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THE AMERICAN COLLEGE TAX DEFERRED ANNUITY PLAN

403b

Assets$36.3M
Participants332
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE PENSION PLAN FOR THE EMPLOYEES OF THE AMERICAN COLLEGE

TraditionalDB

Assets$10.8M
Participants181
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

THE AMERICAN COLLEGE HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$3.0M
Covered lives292
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE AMERICAN COLLEGE TAX DEFERRED ANNUITY PLAN403b$36.3M3322024
001THE PENSION PLAN FOR THE EMPLOYEES OF THE AMERICAN COLLEGETraditionalDB$10.8M1812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510THE AMERICAN COLLEGE HEALTH AND WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$3.0M2922024
Retirement plans
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