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Sponsor portfolioTH

MOREHOUSE COLLEGE

EIN 58-0566205-higher education-Latest filing 2025
Plans
3
Retirement
2
$115.2M assets
Welfare
1
$950K premiums
Participants
2,348
830 WESTVIEW DRIVE SW - ATLANTA, GA 30314470-639-0525morehouse.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
3 filings
#001403b-$95.4M - 1,468 part#002403b-$19.8M - 394 part#501Mixed-$950K - 1,143 lives

Retirement portfolio analytics

2 plans aggregated / $115.2M assets / 1,862 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • DEFINED CONTRIBUTION PLAN (#001)83%
  • DEFERRED ANNUITY PLAN (#002)17%
Total $115.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • TIAA100%
Total $115.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED CONTRIBUTION PLAN (#001)1,468
  • DEFERRED ANNUITY PLAN (#002)394
Total 1,862Click row to drill in

Benefits portfolio analytics

1 plan / $950K premiums / 1,143 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$950K
  • Dental$775K
  • Vision$775K
  • Life$775K
  • Short-term disability$775K
  • Long-term disability$775K
Total $950K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • METROPOLITAN LIFE INSURANCE COMPANY82%
  • AFLAC18%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $950K3 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • DIGITAL INSURANCE LLC78%
  • CENTRO BENEFITS RESEARCH LLC20%
  • PLANSOURCE BENEFITS ADMINISTRATION1%
  • ANDREW DAVID KOWN0%
  • AUDREY C TROTTIE0%
  • +2 more
Total $220K7 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

MOREHOUSE COLLEGE DEFINED CONTRIBUTION PLAN

403b

Assets$95.4M
Participants1,468
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MOREHOUSE COLLEGE TAX DEFERRED ANNUITY PLAN

403b

Assets$19.8M
Participants394
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MOREHOUSE COLLEGE EMPLOYEE HEALTH CARE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$950K
Covered lives1,143
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MOREHOUSE COLLEGE DEFINED CONTRIBUTION PLAN403b$95.4M1,4682025
002MOREHOUSE COLLEGE TAX DEFERRED ANNUITY PLAN403b$19.8M3942025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MOREHOUSE COLLEGE EMPLOYEE HEALTH CARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$950K1,1432024
Retirement plans
Welfare plans
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