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Sponsor portfolio

BEREA COLLEGE

EIN 61-0444650-higher education-Latest filing 2025
Plans
2
Retirement
1
$168.2M assets
Welfare
1
$264K premiums
Participants
2,361
CPO BOX 2214, SUITE 220, LINCOLN HALL - BEREA, KY 40404859-985-3088berea.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
2 filings
#001403b-$168.2M - 1,563 part#510Mixed-$264K - 798 lives

Benefits portfolio analytics

1 plan / $264K premiums / 798 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$200K
  • Life$179K
  • Short-term disability$179K
  • Long-term disability$179K
  • Vision$63K
Total $264K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • TRANSAMERICA LIFE INSURANCE COMPANY68%
  • EYEMED VISION CARE24%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA8%
Total $264K3 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • BENEFIT INSURANCE MARKETING, INC.67%
  • DISABILITY RMS33%
  • HUMAN DEVELOPMENT CO ., INC.0%
Total $41K3 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

BEREA COLLEGE RETIREMENT PLAN

403b

Assets$168.2M
Participants1,563
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

BEREA COLLEGE HEALTH & WELFARE BENEFIT PLAN

Mixed - TRANSAMERICA LIFE INSURANCE COMPANY

Premiums$264K
Covered lives798
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BEREA COLLEGE RETIREMENT PLAN403b$168.2M1,5632024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510BEREA COLLEGE HEALTH & WELFARE BENEFIT PLANMixedTRANSAMERICA LIFE INSURANCE COMPANY$264K7982025
Retirement plans
Welfare plans
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