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Sponsor portfolioTH

SWARTHMORE COLLEGE

EIN 23-1352683-higher education-Latest filing 2024
Plans
2
Retirement
1
$462.5M assets
Welfare
1
$1.3M premiums
Participants
3,458
500 COLLEGE AVENUE - SWARTHMORE, PA 190811306610-328-8397swarthmore.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
2 filings
#001403b-$462.5M - 2,215 part#505Mixed-$1.3M - 1,287 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 1,287 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$688K
  • Life$637K
  • Long-term disability$637K
  • Health$603K
  • Prescription drug$247K
Total $1.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • SYMETRA LIFE INSURANCE COMPANY49%
  • BLUE CROSS OF CALIFORNIA45%
  • CAREBRIDGE CORPORATION4%
  • KEYSTONE HEALTH PLAN EAST2%
  • HARTFORD LIFE AND ACCIDENT0%
Total $1.3M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $132K1 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

SWARTHMORE COLLEGE REGULAR RETIREMENT PLAN

403b

Assets$462.5M
Participants2,215
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

SWARTHMORE COLLEGE FLEXIBLE BENEFIT PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$1.3M
Covered lives1,287
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SWARTHMORE COLLEGE REGULAR RETIREMENT PLAN403b$462.5M2,2152024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505SWARTHMORE COLLEGE FLEXIBLE BENEFIT PLANMixedSYMETRA LIFE INSURANCE COMPANY$1.3M1,2872024
Retirement plans
Welfare plans
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