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CLAFLIN UNIVERSITY

EIN 57-0314374-higher education-Latest filing 2025
Plans
3
Retirement
2
$39.8M assets
Welfare
1
$740K premiums
Participants
809
400 MAGNOLIA ST - ORANGEBURG, SC 291156815805-535-5268claflin.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
3 filings
#001403b-$32.9M - 412 part#002403b-$6.9M - 113 part#501Mixed-$740K - 284 lives

Retirement portfolio analytics

2 plans aggregated / $39.8M assets / 525 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • DC RETIREMENT PLAN (#001)83%
  • 403(B) TDA PLAN (#002)17%
Total $39.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • TIAA100%
Total $39.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DC RETIREMENT PLAN (#001)412
  • 403(B) TDA PLAN (#002)113
Total 525Click row to drill in

Benefits portfolio analytics

1 plan / $740K premiums / 284 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$740K
  • Other$254K
  • Dental$159K
  • Vision$159K
  • Short-term disability$95K
Total $740K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • NATIONWIDE LIFE INSURANCE COMPANY66%
  • HUMANA INSURANCE COMPANY22%
  • SUN LIFE ASSURANCE COMPANY OF CANADA13%
Total $740K3 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • 5S FINANCIAL GROUP LLC64%
  • ACCURISK SOLUTIONS, LLC28%
  • RESOLUTION REINSURANCE5%
  • THE CASON GROUP INC3%
Total $222K4 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

CLAFLIN UNIVERSITY DC RETIREMENT PLAN

403b

Assets$32.9M
Participants412
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CLAFLIN UNIVERSITY 403(B) TDA PLAN

403b

Assets$6.9M
Participants113
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CLAFLIN UNIVERSITY WELFARE BENEFITS WRAP PLAN

Mixed - NATIONWIDE INSURANCE

Premiums$740K
Covered lives284
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CLAFLIN UNIVERSITY DC RETIREMENT PLAN403b$32.9M4122024
002CLAFLIN UNIVERSITY 403(B) TDA PLAN403b$6.9M1132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CLAFLIN UNIVERSITY WELFARE BENEFITS WRAP PLANMixedNATIONWIDE INSURANCE$740K2842025
Retirement plans
Welfare plans
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