Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
The Claremont Colleges, Inc.
EIN 95-4786748civic & social organizationLatest filing 2025
Plans
3
Retirement
2
$83.3M assets
Health & Benefits
1
$48.9M premiums
Participants
4,553
101 S. MILLS AVE - CLAREMONT, CA 91711909-607-4130sites.google.com/site/5csciencebusLinkedIn11-50 employeescivic & social organization
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $83.3M assets / 864 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- TIAA$77.4M
- (Not disclosed)$5.9M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $48.9M premiums / 3,492 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$44.8M
- Prescription drug$44.8M
- Dental$2.2M
- Other$737K
- Life$707K
- Long-term disability$512K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN
403(b)
Assets$77.4M
Participants810
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
THE CLAREMONT COLLEGES TAX-DEFERRED ANNUITY PLAN
403(b)
Assets$5.9M
Participants54
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#522
THE CLAREMONT COLLEGES HEALTH & WELFARE BENEFITS
Mixed - CALIFORNIA PHYSICIANS SERVICE
Premiums$48.9M
Covered lives3,492
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN | 403(b) | $77.4M | 810 | 2025 |
| #004 | THE CLAREMONT COLLEGES TAX-DEFERRED ANNUITY PLAN | 403(b) | $5.9M | 54 | 2025 |
- #001 · 403(b) · 2025810
- #004 · 403(b) · 202554
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #522 | THE CLAREMONT COLLEGES HEALTH & WELFARE BENEFITS | Mixed | CALIFORNIA PHYSICIANS SERVICE | $48.9M | 3,492 | 2025 |
- #522 · Mixed · CALIFORNIA PHYSICIANS SERVICE · 20253,492
Retirement plans
Health & Benefits plans