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  1. Companies/
  2. Beloit College
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Beloit College

EIN 39-0808497-higher education-Latest filing 2025
Plans
7
Retirement
2
$71.3M assets
Health & Benefits
5
$693K premiums
Participants
1,738
700 COLLEGE STREET - BELOIT, WI 535115509608-363-2630beloit.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
7 filings
#001403(b)-$65.9M - 723 part#003Money purchase-$5.4M - 80 part#503Self-funded-$561K - 351 lives#502Fully insured-$43K - 263 lives#508Fully insured-$39K - 108 lives#507Fully insured-$27K - 247 lives#501Fully insured-$24K - 219 lives+1 more plans

Health & Benefits portfolio - carriers, brokers and premium across this company's 5 health and benefits plans.

Retirement portfolio analytics

2 plans aggregated / $71.3M assets / 803 participants

Assets by plan

Share of aggregate retirement assets

  • CONTRIBUTION RETIREMENT PLAN (#001)$65.9M
  • OF BELOIT COLLEGE (#003)$5.4M
Total $71.3MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTION RETIREMENT PLAN (#001)723
  • OF BELOIT COLLEGE (#003)80
Total 803Select a row to open it

Benefits portfolio analytics

5 plans / $693K premiums / 1,188 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$561K
  • Life$82K
  • Other$82K
  • Vision$27K
  • Long-term disability$24K
Total $693K5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

BELOIT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

403(b)

Assets$65.9M
Participants723
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE

Money purchase

Assets$5.4M
Participants80
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

BELOIT COLLEGE HEALTH & DENTAL PLAN

Self-funded - BLUE CROSS BLUE SHIELD OF WISCONSIN

Premiums$561K
Covered lives351
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

BELOIT COLLEGE GROUP LIFE INSURANCE W/AD&D BENEFIT

Fully insured - HARTFORD LIFE AND ACCIDENT

Premiums$43K
Covered lives263
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#508

BELOIT COLLEGE VOLUNTARY LIFE INSURANCE

Fully insured - HARTFORD LIFE AND ACCIDENT

Premiums$39K
Covered lives108
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#507

BELOIT COLLEGE VISION INSURANCE PLAN

Fully insured - SUPERIOR VISION INSURANCE PLAN OF WISCONSIN INC.

Premiums$27K
Covered lives247
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

BELOIT COLLEGE GROUP LONG TERM DISABILITY

Fully insured - HARTFORD LIFE AND ACCIDENT

Premiums$24K
Covered lives219
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001BELOIT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN403(b)$65.9M7232025
#003RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGEMoney purchase$5.4M802025
  • BELOIT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN$65.9M
    #001 · 403(b) · 2025723
  • RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE$5.4M
    #003 · Money purchase · 202580

Health & Benefits plans

5 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#503BELOIT COLLEGE HEALTH & DENTAL PLANSelf-fundedBLUE CROSS BLUE SHIELD OF WISCONSIN$561K3512025
#502BELOIT COLLEGE GROUP LIFE INSURANCE W/AD&D BENEFITFully insuredHARTFORD LIFE AND ACCIDENT$43K2632025
#508BELOIT COLLEGE VOLUNTARY LIFE INSURANCEFully insuredHARTFORD LIFE AND ACCIDENT$39K1082025
#507BELOIT COLLEGE VISION INSURANCE PLANFully insuredSUPERIOR VISION INSURANCE PLAN OF WISCONSIN INC.$27K2472025
#501BELOIT COLLEGE GROUP LONG TERM DISABILITYFully insuredHARTFORD LIFE AND ACCIDENT$24K2192025
  • BELOIT COLLEGE HEALTH & DENTAL PLAN$561K
    #503 · Self-funded · BLUE CROSS BLUE SHIELD OF WISCONSIN · 2025351
  • BELOIT COLLEGE GROUP LIFE INSURANCE W/AD&D BENEFIT$43K
    #502 · Fully insured · HARTFORD LIFE AND ACCIDENT · 2025263
  • BELOIT COLLEGE VOLUNTARY LIFE INSURANCE$39K
    #508 · Fully insured · HARTFORD LIFE AND ACCIDENT · 2025108
  • BELOIT COLLEGE VISION INSURANCE PLAN$27K
    #507 · Fully insured · SUPERIOR VISION INSURANCE PLAN OF WISCONSIN INC. · 2025247
  • BELOIT COLLEGE GROUP LONG TERM DISABILITY$24K
    #501 · Fully insured · HARTFORD LIFE AND ACCIDENT · 2025219
Retirement plans
Health & Benefits plans

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  1. Retirement analytics
  2. Benefits analytics
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  5. Health & Benefits plans
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