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  2. DAVIDSON COLLEGE
Sponsor portfolioTH

DAVIDSON COLLEGE

EIN 56-0529961-higher education-Latest filing 2025
Plans
4
Retirement
2
$344.8M assets
Welfare
2
$2.7M premiums
Participants
2,389
209 RIDGE ROAD, PO BOX 5000 - DAVIDSON, NC 28035704-894-2444davidson.eduLinkedIn1001-5000 employeeshigher education
Plans on this EIN
4 filings
#001403b-$205.2M - 1,116 part#002403b-$139.6M - 0 part#512Mixed-$1.6M - 1,782 lives#513Fully Insured-$1.1M - 287 lives

Retirement portfolio analytics

2 plans aggregated / $344.8M assets / 1,116 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • COLLEGE RETIREMENT PLAN (#001)60%
  • TAX-DEFERRED ANNUITY PLAN (#002)40%
Total $344.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COLLEGE RETIREMENT PLAN (#001)1,116
Total 1,116Click row to drill in

Benefits portfolio analytics

2 plans / $2.7M premiums / 2,069 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$816K
  • Vision$816K
  • Other$791K
  • Health$582K
  • Prescription drug$559K
  • Life$499K
  • +1 more
Total $2.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
30%top
  • AMERITAS LIFE INSURANCE CORP.30%
  • TRANSAMERICA LIFE INSURANCE COMPANY21%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY20%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA18%
  • RELIASTAR LIFE INSURANCE COMPANY5%
  • +3 more
Total $2.7M8 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • WILLIS TOWERS WATSON US LLC60%
  • AMWINS38%
  • AFFINITY LTC, LLC1%
  • BLTC FUNDING/PKA AFFINITY LLC1%
Total $261K4 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

DAVIDSON COLLEGE RETIREMENT PLAN

403b

Assets$205.2M
Participants1,116
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DAVIDSON COLLEGE TAX-DEFERRED ANNUITY PLAN

403b

Assets$139.6M
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#512

DAVIDSON COLLEGE EMPLOYEE HEALTH BENEFITS PROGRAM

Mixed - AMERITAS LIFE INSURANCE COMPANY

Premiums$1.6M
Covered lives1,782
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#513

DAVIDSON COLLEGE EMPLOYEE BENEFITS PROGRAM

Fully Insured - TRANSAMERICA INSURANCE COMPANY

Premiums$1.1M
Covered lives287
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DAVIDSON COLLEGE RETIREMENT PLAN403b$205.2M1,1162024
002DAVIDSON COLLEGE TAX-DEFERRED ANNUITY PLAN403b$139.6M02024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
512DAVIDSON COLLEGE EMPLOYEE HEALTH BENEFITS PROGRAMMixedAMERITAS LIFE INSURANCE COMPANY$1.6M1,7822025
513DAVIDSON COLLEGE EMPLOYEE BENEFITS PROGRAMFully InsuredTRANSAMERICA INSURANCE COMPANY$1.1M2872025
Retirement plans
Welfare plans
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