Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE COLONIAL WILLIAMSBURG FOUNDATION
EIN 54-0505888museums and institutionsLatest filing 2024
Plans
4
Retirement
3
$363.2M assets
Welfare
1
$1.8M premiums
Participants
7,962
POST OFFICE BOX 1776 - WILLIAMSBURG, VA 231871776757-229-1000colonialwilliamsburg.orgLinkedIn1001-5000 employeesmuseums and institutions
Retirement portfolio analytics
3 plans aggregated / $363.2M assets / 5,204 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
72%top
- (Not disclosed)72%
- THE VANGUARD GROUP, INC.28%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.8M premiums / 2,466 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.7M
- Life$1.2M
- Long-term disability$1.2M
- Vision$604K
- Stop-loss$516K
Carrier market share
Premium dollars by Schedule A carrier
66%top
- HARTFORD LIFE AND ACCIDENT66%
- ANTHEM LIFE INSURANCE COMPANY29%
- VISION SERVICE PLAN5%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA0%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE COLONIAL WILLIAMSBURG FOUNDATION
TraditionalDB
Assets$259.7M
Participants3,806
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
COLONIAL WILLIAMSBURG TAX DEFERRED SAVINGS PLAN
401k
Assets$101.0M
Participants1,340
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
FROZEN 403(B) PROGRAM FOR EMPLOYEES OF THE COLONIAL WILLIAMSBURG FOUNDATION
403b
Assets$2.4M
Participants58
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
COLONIAL WILLIAMSBURG FOUNDATION WELFARE BENEFIT PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$1.8M
Covered lives2,466
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE COLONIAL WILLIAMSBURG FOUNDATION | TraditionalDB | $259.7M | 3,806 | 2024 | |
| 004 | COLONIAL WILLIAMSBURG TAX DEFERRED SAVINGS PLAN | 401k | $101.0M | 1,340 | 2024 | |
| 005 | FROZEN 403(B) PROGRAM FOR EMPLOYEES OF THE COLONIAL WILLIAMSBURG FOUNDATION | 403b | $2.4M | 58 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | COLONIAL WILLIAMSBURG FOUNDATION WELFARE BENEFIT PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $1.8M | 2,466 | 2024 |
Retirement plans
Welfare plans