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  2. OBERLIN COLLEGE AND CONSERVATORY
Sponsor portfolioTH

OBERLIN COLLEGE AND CONSERVATORY

EIN 34-0714363-higher education-Latest filing 2025
Plans
3
Retirement
1
$528.5M assets
Welfare
2
$8.1M premiums
Participants
4,707
173 W LORAIN ST - OBERLIN, OH 440741057440-775-8430oberlin.eduLinkedIn1001-5000 employeeshigher education
Plans on this EIN
3 filings
#001403b-$528.5M - 2,510 part#506Mixed-$7.6M - 961 lives#510Fully Insured-$463K - 336 lives

Benefits portfolio analytics

2 plans / $8.1M premiums / 1,297 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.5M
  • Stop-loss$1.2M
  • Life$618K
  • Other$618K
  • Dental$504K
  • Long-term disability$422K
Total $7.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • CVS PHARMACY, INC61%
  • MEDICAL MUTUAL31%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
Total $7.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • THE FEDELI GROUP60%
  • RSC INSURANCE BROKERAGE INC25%
  • ASSUREDPARTNERS16%
Total $197K3 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

Mixed - CVS HEALTH EMPLOYERS HEALTH

Premiums$7.6M
Covered lives961
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 STAFFMixedCVS HEALTH EMPLOYERS HEALTH$7.6M9612025
510OBERLIN COLLEGE MEDICARE ADVANTAGEFully InsuredMEDICAL MUTUAL OF OHIO$463K3362024
Retirement plans
Welfare plans
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