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Sponsor portfolioTH

ST. OLAF COLLEGE

EIN 41-0693979-Latest filing 2025
Plans
3
Retirement
1
$326.9M assets
Welfare
2
$1.2M premiums
Participants
4,059
1520 ST. OLAF AVENUE - NORTHFIELD, MN 55057507-786-3022
Plans on this EIN
3 filings
#001403b-$326.9M - 2,147 part#513Fully Insured-$649K - 181 lives#514Mixed-$526K - 396 lives

Benefits portfolio analytics

2 plans / $1.2M premiums / 577 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$475K
  • Life$441K
  • Long-term disability$441K
  • Vision$52K
Total $526K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA84%
  • VISION SERVICE PLAN10%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD6%
Total $526K3 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • USI INSURANCE SERVICES LLC96%
  • STEVEN BAKER4%
Total $39K2 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

ST. OLAF COLLEGE 403(B) RETIREMENT PLAN

403b

Assets$326.9M
Participants2,147
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#513

EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE

Fully Insured - HEALTHPARTNERS INSURANCE COMPANY

Premiums$649K
Covered lives181
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#514

ST OLAF COLLEGE BENEFIT PLANS

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$526K
Covered lives396
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ST. OLAF COLLEGE 403(B) RETIREMENT PLAN403b$326.9M2,1472024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
513EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGEFully InsuredHEALTHPARTNERS INSURANCE COMPANY$649K1812024
514ST OLAF COLLEGE BENEFIT PLANSMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$526K3962025
Retirement plans
Welfare plans
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