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Sponsor portfolioTH

DICKINSON COLLEGE

EIN 23-1365954-higher education-Latest filing 2025
Plans
4
Retirement
2
$270.0M assets
Welfare
2
$531K premiums
Participants
6,122
PO BOX 1773 - CARLISLE, PA 17013717-245-1943dickinson.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
4 filings
#002403b-$142.6M - 1,934 part#001403b-$127.4M - 2,337 part#515Mixed-$470K - 777 lives#510Mixed-$61K - 0 lives

Retirement portfolio analytics

2 plans aggregated / $270.0M assets / 4,271 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • DEFERRED ANNUITY PLAN (#002)53%
  • CONTRIBUTION RETIREMENT PLAN (#001)47%
Total $270.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTION RETIREMENT PLAN (#001)2,337
  • DEFERRED ANNUITY PLAN (#002)1,934
Total 4,271Click row to drill in

Benefits portfolio analytics

2 plans / $531K premiums / 777 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$287K
  • Life$198K
  • Long-term disability$103K
  • Vision$72K
  • Health$47K
  • Short-term disability$8K
Total $470K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY68%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA15%
  • ACE AMERICAN INSURANCE COMPANY10%
  • HARTFORD LIFE AND ACCIDENT5%
  • AFLAC2%
Total $470K5 slices

Broker market share

Schedule A broker compensation

Split broker
44%top
  • RELPH ROBERT G AGENCY INC44%
  • GCG FINANCIAL LLC21%
  • RCM AND D20%
  • TRI COUNTY AGENCY INC13%
  • J D LUEDTKE INC1%
  • +3 more
Total $36K8 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

DICKINSON COLLEGE TAX DEFERRED ANNUITY PLAN

403b

Assets$142.6M
Participants1,934
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DICKINSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$127.4M
Participants2,337
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#515

DICKINSON COLLEGE CONSOLIDATED HEALTH AND WELFARE PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$470K
Covered lives777
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

DICKINSON COLLEGE RETIREE HEALTHCARE SAVINGS PLAN

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$61K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DICKINSON COLLEGE TAX DEFERRED ANNUITY PLAN403b$142.6M1,9342024
001DICKINSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN403b$127.4M2,3372024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
515DICKINSON COLLEGE CONSOLIDATED HEALTH AND WELFARE PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$470K7772025
510DICKINSON COLLEGE RETIREE HEALTHCARE SAVINGS PLANMixedAETNA LIFE INSURANCE COMPANY$61K02024
Retirement plans
Welfare plans
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