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Sponsor portfolio

COLLEGE SUCCESS FOUNDATION

EIN 91-2036088-non-profit organization management-Latest filing 2024
Plans
2
Retirement
1
$16.0M assets
Welfare
1
$1.5M premiums
Participants
474
15500 SE 30TH PLACE, SUITE 200 - BELLEVUE, WA 980076347425-416-2000collegesuccessfoundation.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filings
#001403b-$16.0M - 322 part#501Fully Insured-$1.5M - 201 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 201 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Prescription drug$1.4M
  • Dental$103K
  • Life$54K
  • Long-term disability$54K
  • Other$54K
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • DELTA DENTAL OF CALIFORNIA7%
  • SUN LIFE ASSURANCE COMPANY OF CANADA3%
  • VISION SERVICE PLAN1%
Total $1.5M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $73K1 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

COLLEGE SUCCESS FOUNDATION 403(B) DC PLAN

403b

Assets$16.0M
Participants322
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COLLEGE SUCCESS FOUNDATION HEALTH AND WELFARE PLAN

Fully Insured - REGENCE BLUESHIELD

Premiums$1.5M
Covered lives201
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COLLEGE SUCCESS FOUNDATION 403(B) DC PLAN403b$16.0M3222024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COLLEGE SUCCESS FOUNDATION HEALTH AND WELFARE PLANFully InsuredREGENCE BLUESHIELD$1.5M2012024
Retirement plans
Welfare plans
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