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Sponsor portfolioTH

KALAMAZOO COLLEGE

EIN 38-1358014-higher education-Latest filing 2025
Plans
3
Retirement
1
$132.6M assets
Welfare
2
$178K premiums
Participants
1,553
1200 ACADEMY STREET - KALAMAZOO, MI 49006269-337-7248kzoo.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
3 filings
#001403b-$132.6M - 887 part#513Mixed-$178K - 344 lives#509Self Funded-0 lives

Benefits portfolio analytics

2 plans / $178K premiums / 344 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$178K
  • Life$177K
  • Long-term disability$146K
Total $178K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Total $178K1 slice

Broker market share

Schedule A broker compensation

Split broker
99%top
  • ACRISURE LLC99%
  • BURNHAM BENEFITS INSURANCE SERVICES1%
Total $14K2 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

KALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$132.6M
Participants887
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#513

KALAMAZOO COLLEGE HEALTH & WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$178K
Covered lives344
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

KALAMAZOO COLLEGE RETIREMENT HEALTHCARE SAVINGS PROGRAM

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN403b$132.6M8872024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
513KALAMAZOO COLLEGE HEALTH & WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$178K3442025
509KALAMAZOO COLLEGE RETIREMENT HEALTHCARE SAVINGS PROGRAMSelf Funded-$002024
Retirement plans
Welfare plans
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