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  2. BELMONT ABBEY COLLEGE, INC.
Sponsor portfolio

BELMONT ABBEY COLLEGE, INC.

EIN 56-0547498-Educational Services-Latest filing 2025
Plans
2
Retirement
1
$39.0M assets
Welfare
1
$2.7M premiums
Participants
810
100 BELMONT-MT. HOLLY ROAD - BELMONT, NC 280121802704-461-6714
Plans on this EIN
2 filings
#002403b-$39.0M - 576 part#501Fully Insured-$2.7M - 271 lives

Benefits portfolio analytics

1 plan / $2.7M premiums / 271 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Dental$253K
  • Vision$253K
  • Other$130K
  • Life$123K
  • Long-term disability$63K
Total $2.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • CHRISTIAN BROTHERS84%
  • AMERITAS LIFE INSURANCE CORP.9%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY7%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA0%
Total $2.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
41%top
  • MCGRIFF INSURANCE SERVICES INC41%
  • MARSH & MCLENNAN AGENCY LLC37%
  • ROBERT A HEALY22%
  • WATCHTOWER BENEFITS, LLC0%
Total $45K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BELMONT ABBEY COLLEGE RETIREMENT PLAN

403b

Assets$39.0M
Participants576
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BELMONT ABBEY COLLEGE INC EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - CHRISTIAN BROTHERS

Premiums$2.7M
Covered lives271
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BELMONT ABBEY COLLEGE RETIREMENT PLAN403b$39.0M5762025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BELMONT ABBEY COLLEGE INC EMPLOYEE HEALTH AND WELFARE BENEFIT PLANFully InsuredCHRISTIAN BROTHERS$2.7M2712025
Retirement plans
Welfare plans
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