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  2. COLLEGE FOUNDATION, INC.
Sponsor portfolioTH

COLLEGE FOUNDATION, INC.

EIN 56-6046937-education management-Latest filing 2025
Plans
4
Retirement
1
$38.3M assets
Welfare
3
$1.8M premiums
Participants
783
2917 HIGHWOODS BLVD - RALEIGH, NC 27604919-834-2893LinkedIn51-200 employeeseducation management
Plans on this EIN
4 filings
#001403b-$38.3M - 292 part#501Fully Insured-$1.8M - 207 lives#502Self Funded-0 lives#503Self Funded-0 lives

Benefits portfolio analytics

3 plans / $1.8M premiums / 207 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Other$200K
  • Dental$140K
  • Vision$140K
  • Short-term disability$140K
  • +2 more
Total $1.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
  • USABLE LIFE3%
  • HARTFORD LIFE AND ACCIDENT0%
Total $1.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • GALLAGHER BENEFIT SERVICES, INC.54%
  • MARK S METTILLE30%
  • MOSAIC GROUP SERVICES15%
  • MCGRIFF INSURANCE SERVICES INC0%
Total $23K4 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

COLLEGE FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$38.3M
Participants292
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COLLEGE FOUNDATION INC GROUP INSURANCE PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$1.8M
Covered lives207
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

COLLEGE FOUNDATION, INC. SEVERANCE PAY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

COLLEGE FOUNDATION, INC. POST RETIREMENT BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COLLEGE FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN403b$38.3M2922025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COLLEGE FOUNDATION INC GROUP INSURANCE PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$1.8M2072025
502COLLEGE FOUNDATION, INC. SEVERANCE PAY PLANSelf Funded-$002025
503COLLEGE FOUNDATION, INC. POST RETIREMENT BENEFIT PLANSelf Funded-$002025
Retirement plans
Welfare plans
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