PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. THE CLAREMONT COLLEGES, INC.
Sponsor portfolioTH

THE CLAREMONT COLLEGES, INC.

EIN 95-4786748-civic & social organization-Latest filing 2024
Plans
3
Retirement
2
$70.4M assets
Welfare
1
$45.5M premiums
Participants
4,296
101 S. MILLS AVE - CLAREMONT, CA 91711909-607-0689sites.google.com/site/5csciencebusLinkedIn11-50 employeescivic & social organization
Plans on this EIN
3 filings
#001403b-$65.5M - 792 part#004403b-$4.9M - 39 part#522Fully Insured-$45.5M - 5,936 lives

Retirement portfolio analytics

2 plans aggregated / $70.4M assets / 831 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • ACADEMIC RETIREMENT PLAN (#001)93%
  • TAX-DEFERRED ANNUITY PLAN (#004)7%
Total $70.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
93%top
  • TIAA93%
  • (Not disclosed)7%
Total $70.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ACADEMIC RETIREMENT PLAN (#001)792
  • TAX-DEFERRED ANNUITY PLAN (#004)39
Total 831Click row to drill in

Benefits portfolio analytics

1 plan / $45.5M premiums / 5,936 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$41.1M
  • Prescription drug$41.1M
  • Dental$2.5M
  • Other$683K
  • Life$665K
  • Long-term disability$614K
  • +1 more
Total $45.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • CALIFORNIA PHYSICIANS SERVICE47%
  • KAISER FOUNDATION HEALTH PLAN INC42%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • RELIASTAR LIFE INSURANCE COMPANY1%
  • +3 more
Total $45.5M8 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • ALLIANT INSURANCE SERVICES, INC.87%
  • THE BALDWIN GROUP WEST LLC13%
  • MERCER HEALTH AND BENEFITS, LLC0%
Total $753K3 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

THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN

403b

Assets$65.5M
Participants792
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

THE CLAREMONT COLLEGES TAX-DEFERRED ANNUITY PLAN

403b

Assets$4.9M
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#522

THE CLAREMONT COLLEGES HEALTH & WELFARE BENEFITS

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$45.5M
Covered lives5,936
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN403b$65.5M7922024
004THE CLAREMONT COLLEGES TAX-DEFERRED ANNUITY PLAN403b$4.9M392024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
522THE CLAREMONT COLLEGES HEALTH & WELFARE BENEFITSFully InsuredCALIFORNIA PHYSICIANS SERVICE$45.5M5,9362024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica