Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BELOIT COLLEGE
EIN 39-0808497higher educationLatest filing 2025
Plans
7
Retirement
2
$66.1M assets
Welfare
5
$693K premiums
Participants
1,749
700 COLLEGE STREET - BELOIT, WI 535115509608-363-2630beloit.eduLinkedIn201-500 employeeshigher education
Retirement portfolio analytics
2 plans aggregated / $66.1M assets / 814 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
5 plans / $693K premiums / 1,188 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$561K
- Life$82K
- Other$82K
- Vision$27K
- Long-term disability$24K
Carrier market share
Premium dollars by Schedule A carrier
81%top
- BLUE CROSS OF CALIFORNIA81%
- HARTFORD LIFE AND ACCIDENT15%
- SUPERIOR DENTAL CARE4%
Broker market share
Schedule A broker compensation
58%top
- VIZANCE, INC.58%
- M3 INSURANCE SOLUTIONS INC33%
- PROFESSIONAL GROUP PLANS INC7%
- WATCHTOWER BENEFITS, LLC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BELOIT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN
403b
Assets$60.5M
Participants723
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE
MoneyPurchase
Assets$5.6M
Participants91
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
BELOIT COLLEGE HEALTH & DENTAL PLAN
Self Funded - BLUE CROSS BLUE SHIELD OF WISCONSIN
Premiums$561K
Covered lives351
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
BELOIT COLLEGE GROUP LIFE INSURANCE W/AD&D BENEFIT
Fully Insured - HARTFORD LIFE AND ACCIDENT
Premiums$43K
Covered lives263
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508
BELOIT COLLEGE VOLUNTARY LIFE INSURANCE
Fully Insured - HARTFORD LIFE AND ACCIDENT
Premiums$39K
Covered lives108
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
BELOIT COLLEGE VISION INSURANCE PLAN
Fully Insured - SUPERIOR VISION INSURANCE PLAN OF WISCONSIN INC.
Premiums$27K
Covered lives247
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
BELOIT COLLEGE GROUP LONG TERM DISABILITY
Fully Insured - HARTFORD LIFE AND ACCIDENT
Premiums$24K
Covered lives219
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BELOIT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | 403b | $60.5M | 723 | 2024 | |
| 003 | RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE | MoneyPurchase | $5.6M | 91 | 2024 |
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | BELOIT COLLEGE HEALTH & DENTAL PLAN | Self Funded | BLUE CROSS BLUE SHIELD OF WISCONSIN | $561K | 351 | 2025 | |
| 502 | BELOIT COLLEGE GROUP LIFE INSURANCE W/AD&D BENEFIT | Fully Insured | HARTFORD LIFE AND ACCIDENT | $43K | 263 | 2025 | |
| 508 | BELOIT COLLEGE VOLUNTARY LIFE INSURANCE | Fully Insured | HARTFORD LIFE AND ACCIDENT | $39K | 108 | 2025 | |
| 507 | BELOIT COLLEGE VISION INSURANCE PLAN | Fully Insured | SUPERIOR VISION INSURANCE PLAN OF WISCONSIN INC. | $27K | 247 | 2025 | |
| 501 | BELOIT COLLEGE GROUP LONG TERM DISABILITY | Fully Insured | HARTFORD LIFE AND ACCIDENT | $24K | 219 | 2025 |
Retirement plans
Welfare plans