PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MEREDITH COLLEGE
Sponsor portfolioTH

MEREDITH COLLEGE

EIN 56-0530242-higher education-Latest filing 2025
Plans
2
Retirement
1
$94.1M assets
Welfare
1
$3.3M premiums
Participants
1,146
3800 HILLSBOROUGH STREET - RALEIGH, NC 27607919-760-8516meredith.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
2 filings
#003403b-$94.1M - 880 part#501Mixed-$3.3M - 359 lives

Benefits portfolio analytics

1 plan / $3.3M premiums / 359 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.1M
  • Health$3.0M
  • Prescription drug$3.0M
  • Dental$157K
  • Life$154K
  • Long-term disability$154K
  • +1 more
Total $3.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • DELTA DENTAL OF CALIFORNIA5%
  • HARTFORD LIFE AND ACCIDENT5%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $3.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
53%top
  • LISA HAMLETT53%
  • USI INSURANCE SERVICES LLC38%
  • MOSAIC GROUP SERVICES8%
Total $133K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

MEREDITH COLLEGE RETIREMENT PLAN

403b

Assets$94.1M
Participants880
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MEREDITH COLLEGE GROUP LIFE & HEALTH PLAN

Mixed - BLUE CROSS BLUE SHIELD OF NORTH CAROLINA

Premiums$3.3M
Covered lives359
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003MEREDITH COLLEGE RETIREMENT PLAN403b$94.1M8802024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MEREDITH COLLEGE GROUP LIFE & HEALTH PLANMixedBLUE CROSS BLUE SHIELD OF NORTH CAROLINA$3.3M3592025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica