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Sponsor portfolioTH

CALVIN UNIVERSITY

EIN 38-3071514-higher education-Latest filing 2025
Plans
2
Retirement
1
$234.7M assets
Welfare
1
$1.0M premiums
Participants
2,729
3201 BURTON STREET SE - GRAND RAPIDS, MI 49546616-526-6495calvin.ac.krLinkedIn1-10 employeeshigher education
Plans on this EIN
2 filings
#001403b-$234.7M - 2,027 part#501Mixed-$1.0M - 1,576 lives

Benefits portfolio analytics

1 plan / $1.0M premiums / 1,576 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$653K
  • Other$317K
  • Life$304K
  • Long-term disability$304K
  • Vision$70K
Total $1.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • DELTA DENTAL OF CALIFORNIA63%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA29%
  • EYEMED VISION CARE7%
  • PINE REST1%
Total $1.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • BROWN & BROWN INSURANCE SERVICES91%
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC9%
Total $64K2 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

CALVIN UNIVERSITY 403(B) RETIREMENT PLAN

403b

Assets$234.7M
Participants2,027
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CALVIN UNIVERSITY WELFARE BENEFIT PLAN

Mixed - DELTA DENTAL OF MICHIGAN

Premiums$1.0M
Covered lives1,576
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CALVIN UNIVERSITY 403(B) RETIREMENT PLAN403b$234.7M2,0272024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CALVIN UNIVERSITY WELFARE BENEFIT PLANMixedDELTA DENTAL OF MICHIGAN$1.0M1,5762025
Retirement plans
Welfare plans
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