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Sponsor portfolio

COLLEGE OF THE ATLANTIC

EIN 23-7032625-higher education-Latest filing 2025
Plans
2
Retirement
1
$36.3M assets
Welfare
1
$1.8M premiums
Participants
342
105 EDEN STREET - BAR HARBOR, ME 04609207-288-5015coa.eduLinkedIn51-200 employeeshigher education
Plans on this EIN
2 filings
#001403b-$36.3M - 240 part#501Fully Insured-$1.8M - 199 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 199 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Dental$90K
  • Life$68K
  • Short-term disability$68K
  • Long-term disability$68K
  • +1 more
Total $1.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • AETNA LIFE INSURANCE COMPANY91%
  • DELTA DENTAL OF CALIFORNIA5%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
Total $1.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • CRONIN GERVINO & WARLICK INC96%
  • CROSS BENEFIT SOLUTIONS1%
  • NFP INSURANCE SERVICES INC1%
  • COMBINED SERVICES LLC1%
Total $75K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

COLLEGE OF THE ATLANTIC DC RETIREMENT PLAN

403b

Assets$36.3M
Participants240
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COLLEGE OF THE ATLANTIC HEALTH & WELFARE PLANS

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$1.8M
Covered lives199
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COLLEGE OF THE ATLANTIC DC RETIREMENT PLAN403b$36.3M2402024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COLLEGE OF THE ATLANTIC HEALTH & WELFARE PLANSFully InsuredAETNA LIFE INSURANCE CO.$1.8M1992025
Retirement plans
Welfare plans
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