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COLLEGIATE SCHOOL

EIN 54-0528203-primary/secondary education-Latest filing 2025
Plans
4
Retirement
1
$115.5M assets
Welfare
3
$4.0M premiums
Participants
1,720
103 NORTH MOORELAND ROAD - RICHMOND, VA 23229804-741-1093collegiate-va.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
4 filings
#001403b-$115.5M - 765 part#501Fully Insured-$3.9M - 459 lives#502Fully Insured-$95K - 333 lives#505Fully Insured-277 lives

Benefits portfolio analytics

3 plans / $4.0M premiums / 1,069 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.9M
  • Dental$3.8M
  • Other$114K
  • Life$93K
  • Short-term disability$93K
  • Vision$32K
Total $4.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY97%
  • HARTFORD LIFE AND ACCIDENT2%
  • ANTHEM LIFE INSURANCE COMPANY1%
Total $4.0M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $209K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

COLLEGIATE SCHOOL 403(B) RETIREMENT PLAN

403b

Assets$115.5M
Participants765
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GROUP MEDICAL BENEFITS PLAN OF COLLEGIATE SCHOOL

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$3.9M
Covered lives459
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

GROUP TERM LIFE INSURANCE PLAN OF COLLEGIATE SCHOOL

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$95K
Covered lives333
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

GROUP DENTAL PLAN OF COLLEGIATE SCHOOL

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$0
Covered lives277
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COLLEGIATE SCHOOL 403(B) RETIREMENT PLAN403b$115.5M7652025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GROUP MEDICAL BENEFITS PLAN OF COLLEGIATE SCHOOLFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$3.9M4592025
502GROUP TERM LIFE INSURANCE PLAN OF COLLEGIATE SCHOOLFully InsuredHARTFORD LIFE AND ACCIDENT$95K3332025
505GROUP DENTAL PLAN OF COLLEGIATE SCHOOLFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$02772025
Retirement plans
Welfare plans
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