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Sponsor portfolioTH

SPELMAN COLLEGE

EIN 58-0566243-higher education-Latest filing 2025
Plans
7
Retirement
2
$122.6M assets
Welfare
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
#001403b-$102.0M - 1,392 part#002403b-$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

Retirement portfolio analytics

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

Assets by plan

Share of aggregate retirement assets

83%top
  • DEFINED CONTRIBUTION PLAN (#001)83%
  • DEFERRED ANNUITY PLAN (#002)17%
Total $122.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED CONTRIBUTION PLAN (#001)1,392
  • DEFERRED ANNUITY PLAN (#002)836
Total 2,228Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY93%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA7%
Total $10.2M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $1K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SPELMAN COLLEGE DEFINED CONTRIBUTION PLAN

403b

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

SPELMAN COLLEGE TAX DEFERRED ANNUITY PLAN

403b

Assets$20.6M
Participants836
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EMPLOYEE BENEFITS PLAN MEDICAL DENTAL VISION

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$9.5M
Covered lives923
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

LIFE INSURANCE

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$421K
Covered lives664
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

EMPLOYEE BENEFIT PLAN STD

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$236K
Covered lives308
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

EMPLOYEE BENEFIT PLAN LTD

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$85K
Covered lives500
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

PAYFLEX FLEXIBLE BENEFITS

Self Funded

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SPELMAN COLLEGE DEFINED CONTRIBUTION PLAN403b$102.0M1,3922024
002SPELMAN COLLEGE TAX DEFERRED ANNUITY PLAN403b$20.6M8362024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest 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
Retirement plans
Welfare plans
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