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Sponsor portfolioTH

SALEM ACADEMY AND COLLEGE

EIN 56-0530005-Educational Services-Latest filing 2025
Plans
4
Retirement
3
$34.5M assets
Welfare
1
$144K premiums
Participants
827
601 S CHURCH STREET - WINSTON-SALEM, NC 27101336-917-5472
Plans on this EIN
4 filings
#001403b-$24.2M - 333 part#004403b-$8.9M - 295 part#002403b-$1.4M - 69 part#506Mixed-$144K - 130 lives

Retirement portfolio analytics

3 plans aggregated / $34.5M assets / 697 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • CONTRIBUTION RETIREMENT PLAN (#001)70%
  • DEFERRED ANNUITY PLAN (#004)26%
  • CONTRIBUTION RETIREMENT PLAN (#002)4%
Total $34.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTION RETIREMENT PLAN (#001)333
  • DEFERRED ANNUITY PLAN (#004)295
  • CONTRIBUTION RETIREMENT PLAN (#002)69
Total 697Click row to drill in

Benefits portfolio analytics

1 plan / $144K premiums / 130 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$134K
  • Dental$73K
  • Life$61K
  • Long-term disability$61K
  • Vision$10K
Total $144K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA51%
  • AMERICAN UNITED LIFE INSURANCE COMPANY42%
  • VISION SERVICE PLAN7%
Total $144K3 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • MCGRIFF INSURANCE SERVICES INC83%
  • MARSH & MCLENNAN AGENCY LLC12%
  • THE BENEFIT COMPANY INC6%
Total $20K3 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

SALEM ACADEMY AND COLLEGE FACULTY DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$24.2M
Participants333
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN

403b

Assets$8.9M
Participants295
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SALEM ACADEMY AND COLLEGE STAFF DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$1.4M
Participants69
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

SALEM ACADEMY AND COLLEGE HEALTH AND WELFARE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$144K
Covered lives130
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001SALEM ACADEMY AND COLLEGE FACULTY DEFINED CONTRIBUTION RETIREMENT PLAN403b$24.2M3332024
004SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN403b$8.9M2952024
002SALEM ACADEMY AND COLLEGE STAFF DEFINED CONTRIBUTION RETIREMENT PLAN403b$1.4M692025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506SALEM ACADEMY AND COLLEGE HEALTH AND WELFARE PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$144K1302025
Retirement plans
Welfare plans
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