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

OBERLIN COLLEGE

EIN 34-0714363-higher education-Latest filing 2024
Plans
3
Retirement
1
$528.5M assets
Welfare
2
$6.2M premiums
Participants
3,709
173 WEST LORAIN STREET, 205 - OBERLIN, OH 44074440-775-5574oberlin.eduLinkedIn1001-5000 employeeshigher education
Plans on this EIN
3 filings
#001403b-$528.5M - 2,510 part#506Fully Insured-$5.8M - 970 lives#510Fully Insured-$463K - 336 lives

Benefits portfolio analytics

2 plans / $6.2M premiums / 1,306 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.4M
  • Prescription drug$3.8M
  • Stop-loss$1.1M
  • Dental$463K
  • Life$376K
  • Long-term disability$376K
Total $6.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • CVS PHARMACY, INC62%
  • MEDICAL MUTUAL25%
  • SUPERIOR DENTAL CARE7%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
Total $6.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • THE FEDELI GROUP58%
  • RSC INSURANCE BROKERAGE INC29%
  • ASSUREDPARTNERS13%
Total $149K3 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

OBERLIN COLLEGE DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN

403b

Assets$528.5M
Participants2,510
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

OBERLIN COLLEGE HEALTH PLAN FOR FACULTY AND STAFF

Fully Insured - CVS HEALTH EMPLOYERS HEALTH PURCHASING CORP OF OHIO

Premiums$5.8M
Covered lives970
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

OBERLIN COLLEGE MEDICARE ADVANTAGE

Fully Insured - MEDICAL MUTUAL OF OHIO

Premiums$463K
Covered lives336
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OBERLIN COLLEGE DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN403b$528.5M2,5102024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
506OBERLIN COLLEGE HEALTH PLAN FOR FACULTY AND STAFFFully InsuredCVS HEALTH EMPLOYERS HEALTH PURCHASING CORP OF OHIO$5.8M9702024
510OBERLIN COLLEGE MEDICARE ADVANTAGEFully InsuredMEDICAL MUTUAL OF OHIO$463K3362024
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