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Sponsor portfolio

ASSOCIATED COLLEGES OF THE MIDWEST

EIN 36-2600769-higher education-Latest filing 2025
Plans
4
Retirement
2
$15.1M assets
Welfare
2
$54K premiums
Participants
1,671
515 N STATE ST FL 14 - CHICAGO, IL 606542783312-263-5000acm.eduLinkedIn1-10 employeeshigher education
Plans on this EIN
4 filings
#001403b-$11.8M - 81 part#002403b-$3.3M - 40 part#509Fully Insured-$52K - 600 lives#501Fully Insured-$2K - 950 lives

Retirement portfolio analytics

2 plans aggregated / $15.1M assets / 121 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • MIDWEST DC RETIREMENT (#001)78%
  • TAX DEFERRED ANNUITY (#002)22%
Total $15.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MIDWEST DC RETIREMENT (#001)81
  • TAX DEFERRED ANNUITY (#002)40
Total 121Click row to drill in

Benefits portfolio analytics

2 plans / $54K premiums / 1,550 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • ZURICH AMERICAN INSURANCE COMPANY100%
Total $54K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AON CONSULTING INC100%
Total $6K1 slice

Plan deep-dives

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

ASSOCIATED COLLEGES OF THE MIDWEST DC RETIREMENT

403b

Assets$11.8M
Participants81
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ASSOCIATED COLLEGES OF THE MIDWEST TAX DEFERRED ANNUITY

403b

Assets$3.3M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509

VOLUNTARY ACCIDENTAL DEATH AND DISMEMBERMENT PLAN

Fully Insured - ZURICH AMERICAN INSURANCE COMPANY

Premiums$52K
Covered lives600
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

BUSINESS TRAVEL ACCIDENT INSURANCE

Fully Insured - ZURICH AMERICAN INSURANCE COMPANY

Premiums$2K
Covered lives950
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ASSOCIATED COLLEGES OF THE MIDWEST DC RETIREMENT403b$11.8M812025
002ASSOCIATED COLLEGES OF THE MIDWEST TAX DEFERRED ANNUITY403b$3.3M402025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
509VOLUNTARY ACCIDENTAL DEATH AND DISMEMBERMENT PLANFully InsuredZURICH AMERICAN INSURANCE COMPANY$52K6002025
501BUSINESS TRAVEL ACCIDENT INSURANCEFully InsuredZURICH AMERICAN INSURANCE COMPANY$2K9502025
Retirement plans
Welfare plans
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