PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Spelman College
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Spelman College

EIN 58-0566243-higher education-Latest filing 2025
Plans
7
Retirement
2
$122.6M assets
Health & Benefits
5
$10.2M premiums
Participants
4,367
350 SPELMAN LN SW - ATLANTA, GA 30314404-681-3643spelman.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
7 filings
#001403(b)-$102.0M - 1,392 part#002403(b)-$20.6M - 836 part#501Fully insured-$9.5M - 923 lives#503Fully insured-$421K - 664 lives#502Fully insured-$236K - 308 lives#504Fully insured-$85K - 500 lives#505Self-funded-0 lives+1 more plans

Health & Benefits portfolio - carriers, brokers and premium across this company's 5 health and benefits plans.

Retirement portfolio analytics

2 plans aggregated / $122.6M assets / 2,228 participants

Assets by plan

Share of aggregate retirement assets

  • DEFINED CONTRIBUTION PLAN (#001)$102.0M
  • DEFERRED ANNUITY PLAN (#002)$20.6M
Total $122.6MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • DEFINED CONTRIBUTION PLAN (#001)1,392
  • DEFERRED ANNUITY PLAN (#002)836
Total 2,228Select a row to open it

Benefits portfolio analytics

5 plans / $10.2M premiums / 2,395 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$9.5M
  • Dental$9.5M
  • Vision$9.5M
  • Prescription drug$9.5M
  • Life$404K
  • Short-term disability$236K
  • +2 more
Total $10.2M8 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

SPELMAN COLLEGE DEFINED CONTRIBUTION PLAN

403(b)

Assets$102.0M
Participants1,392
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

SPELMAN COLLEGE TAX DEFERRED ANNUITY PLAN

403(b)

Assets$20.6M
Participants836
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

EMPLOYEE BENEFITS PLAN MEDICAL DENTAL VISION

Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$9.5M
Covered lives923
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

LIFE INSURANCE

Fully insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$421K
Covered lives664
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

EMPLOYEE BENEFIT PLAN STD

Fully insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$236K
Covered lives308
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504

EMPLOYEE BENEFIT PLAN LTD

Fully insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$85K
Covered lives500
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505

PAYFLEX FLEXIBLE BENEFITS

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SPELMAN COLLEGE DEFINED CONTRIBUTION PLAN403(b)$102.0M1,3922024
#002SPELMAN COLLEGE TAX DEFERRED ANNUITY PLAN403(b)$20.6M8362024
  • SPELMAN COLLEGE DEFINED CONTRIBUTION PLAN$102.0M
    #001 · 403(b) · 20241,392
  • SPELMAN COLLEGE TAX DEFERRED ANNUITY PLAN$20.6M
    #002 · 403(b) · 2024836

Health & Benefits plans

5 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501EMPLOYEE BENEFITS PLAN MEDICAL DENTAL VISIONFully insuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$9.5M9232025
#503LIFE INSURANCEFully insuredLIFE INSURANCE COMPANY OF NORTH AMERICA$421K6642025
#502EMPLOYEE BENEFIT PLAN STDFully insuredLIFE INSURANCE COMPANY OF NORTH AMERICA$236K3082025
#504EMPLOYEE BENEFIT PLAN LTDFully insuredLIFE INSURANCE COMPANY OF NORTH AMERICA$85K5002025
#505PAYFLEX FLEXIBLE BENEFITSSelf-funded-$002025
  • EMPLOYEE BENEFITS PLAN MEDICAL DENTAL VISION$9.5M
    #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025923
  • LIFE INSURANCE$421K
    #503 · Fully insured · LIFE INSURANCE COMPANY OF NORTH AMERICA · 2025664
  • EMPLOYEE BENEFIT PLAN STD$236K
    #502 · Fully insured · LIFE INSURANCE COMPANY OF NORTH AMERICA · 2025308
  • EMPLOYEE BENEFIT PLAN LTD$85K
    #504 · Fully insured · LIFE INSURANCE COMPANY OF NORTH AMERICA · 2025500
  • PAYFLEX FLEXIBLE BENEFITS$0
    #505 · Self-funded · 20250
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica