PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. LAFAYETTE COLLEGE
Sponsor portfolioTH

LAFAYETTE COLLEGE

EIN 24-0795686-higher education-Latest filing 2025
Plans
2
Retirement
1
$479.4M assets
Welfare
1
$11.0M premiums
Participants
3,146
730 HIGH STREET, 12 MARKLE HALL - EASTON, PA 18042610-330-5060lafayette.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
2 filings
#001403b-$479.4M - 2,313 part#509Fully Insured-$11.0M - 1,333 lives

Benefits portfolio analytics

1 plan / $11.0M premiums / 1,333 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$9.9M
  • Prescription drug$9.9M
  • Other$695K
  • Life$490K
  • Short-term disability$490K
  • Long-term disability$490K
  • +1 more
Total $11.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • CAPITAL ADVANTAGE ASSURANCE COMPANY83%
  • BLUE CROSS OF CALIFORNIA6%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
  • DELTA DENTAL OF CALIFORNIA4%
  • RELIASTAR LIFE INSURANCE COMPANY1%
  • +1 more
Total $11.0M6 slices

Broker market share

Schedule A broker compensation

Split broker
23%top
  • ASSUREDPARTNERS23%
  • GALLAGHER BENEFIT SERVICES, INC.18%
  • MY BENEFIT ADVISOR LLC14%
  • USI INSURANCE SERVICES LLC14%
  • DENNIS MCGEE13%
  • +2 more
Total $120K7 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

LAFAYETTE COLLEGE RETIREMENT PLAN

403b

Assets$479.4M
Participants2,313
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509

LAFAYETTE COLLEGE HEALTH AND WELFARE PLAN

Fully Insured - CAPITAL ADVANTAGE ASSURANCE COMPANY

Premiums$11.0M
Covered lives1,333
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LAFAYETTE COLLEGE RETIREMENT PLAN403b$479.4M2,3132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
509LAFAYETTE COLLEGE HEALTH AND WELFARE PLANFully InsuredCAPITAL ADVANTAGE ASSURANCE COMPANY$11.0M1,3332025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica