EMERITI RETIREMENT HEALTH SOLUTIONS
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
88
Active participants
57,520
Total plan assets
$935.1M
Filings (rows)
88
Direct comp
$4.2M
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant77
Other11
Top plans served
All 88 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| BAYLOR COLLEGE OF MEDICINE BAYLOR COLLEGE OF MEDICINE'S RETIREMENT HEALTHCARE SAVINGS PLAN | HOUSTON, TX | Advisor / Consultant CONSULTANT | 5,857 | $75.7M | $291K |
| BAYLOR COLLEGE OF MEDICINE BAYLOR COLLEGE OF MEDICINE'S RETIREMENT HEALTHCARE SAVINGS PLAN | HOUSTON, TX | Advisor / Consultant CONSULTANT | 5,772 | $63.7M | $280K |
| RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC-EMERITI PLAN | MENANDS, NY | Advisor / Consultant CONSULTANT | 562 | $63.4M | $6K |
| SOUTHERN METHODIST UNIVERSITY EMERITI RETIREE HEALTH PLAN FOR SOUTHERN METHODIST UNIVERSITY | DALLAS, TX | Advisor / Consultant CONSULTANT | 1,715 | $60.2M | $102K |
| SOUTHERN METHODIST UNIVERSITY EMERITI RETIREE HEALTH PLAN FOR SOUTHERN METHODIST UNIVERSITY | DALLAS, TX | Advisor / Consultant CONSULTANT | 1,687 | $52.4M | $89K |
| BAYLOR COLLEGE OF MEDICINE EMERITI RETIREE HEALTH PLAN FOR BAYLOR COLLEGE OF MEDICINE | HOUSTON, TX | Advisor / Consultant CONSULTANT | 5,572 | $51.7M | $253K |
| SOUTHERN METHODIST UNIVERSITY EMERITI RETIREE HEALTH PLAN FOR SOUTHERN METHODIST UNIVERSITY | DALLAS, TX | Advisor / Consultant CONSULTANT | 1,663 | $44.7M | $82K |
| KENYON COLLEGE EMERITI RETIREE HEALTH PLAN FOR KENYON COLLEGE | GAMBIER, OH | Other NONE | 515 | $19.1M | $62K |
| KENYON COLLEGE EMERITI RETIREE HEALTH PLAN FOR KENYON COLLEGE | GAMBIER, OH | Other NONE | 511 | $16.9M | $61K |
| DENISON UNIVERSITY EMERITI RETIREE HEALTH PLAN FOR DENISON UNIVERSITY | GRANVILLE, OH | Advisor / Consultant CONSULTANT | 531 | $16.8M | $47K |
| UNIVERSITY OF THE INCARNATE WORD UNIVERSITY OF THE INCARNATE WORD VEBA TRUST RETIREE HEALTH SAVINGS PLAN | SAN ANTONIO, TX | Other NONE | 708 | $14.8M | $61K |
| DENISON UNIVERSITY EMERITI RETIREE HEALTH PLAN FOR DENISON UNIVERSITY | GRANVILLE, OH | Advisor / Consultant CONSULTANT | 508 | $14.7M | $46K |
| KENYON COLLEGE EMERITI RETIREE HEALTH PLAN FOR KENYON COLLEGE | GAMBIER, OH | Other NONE | 522 | $14.6M | $59K |
| SAINT MARY'S COLLEGE OF CALIFORNIA SAINT MARY'S COLLEGE OF CA VEBA TRUST RETIREE HEALTH PLAN | MORAGA, CA | Other NONE | 400 | $13.9M | $41K |
| UNIVERSITY OF THE INCARNATE WORD UNIVERSITY OF THE INCARNATE WORD RETIREMENT HEALTHCARE SAVINGS PROGRAM | SAN ANTONIO, TX | Advisor / Consultant CONSULTANT | 711 | $13.2M | $75K |
| SAINT MARYS COLLEGE OF CALIFORNIA EMERITI RETIREE HEALTH PLAN FOR SAINT MARY'S COLLEGE OF CALIFORNIA | MORAGA, CA | Advisor / Consultant CONSULTANT | 437 | $13.2M | $47K |
| THE COLORADO COLLEGE EMERITI RETIREE HEALTH PLAN FOR THE COLORADO COLLEGE | COLORADO SPRINGS, CO | Advisor / Consultant CONSULTANT | 531 | $12.6M | $88K |
| DENISON UNIVERSITY EMERITI RETIREE HEALTH PLAN FOR DENISON UNIVERSITY | GRANVILLE, OH | Advisor / Consultant CONSULTANT | 483 | $12.5M | $43K |
| SAINT MARYS COLLEGE OF CALIFORNIA EMERITI RETIREE HEALTH PLAN FOR SAINT MARY'S COLLEGE OF CALIFORNIA | MORAGA, CA | Advisor / Consultant CONSULTANT | 426 | $12.3M | $43K |
| SEATTLE PACIFIC UNIVERSITY EMERITI RETIREE HEALTH PLAN FOR SEATTLE PACIFIC UNIVERSITY | SEATTLE, WA | Advisor / Consultant CONSULTANT | 308 | $11.9M | $27K |
| THE COLORADO COLLEGE EMERITI RETIREE HEALTH PLAN FOR THE COLORADO COLLEGE | COLORADO SPRINGS, CO | Advisor / Consultant CONSULTANT | 542 | $11.6M | $88K |
| UNIVERSITY OF THE INCARNATE WORD UNIVERSITY OF THE INCARNATE WORD RETIREMENT HEALTHCARE SAVINGS PROGRAM | SAN ANTONIO, TX | Advisor / Consultant CONSULTANT | 718 | $11.3M | $69K |
| SEATTLE PACIFIC UNIVERSITY EMERITI RETIREE HEALTH PLAN FOR SEATTLE PACIFIC UNIVERSITY | SEATTLE, WA | Advisor / Consultant CONSULTANT | 359 | $10.8M | $19K |
| UNIVERSITY OF SAN FRANCISCO UNIVERSITY OF SAN FRANCISCO RETIREMENT HEALTHCARE SAVINGS PLAN | SAN FRANCISCO, CA | Other NONE | 932 | $10.8M | $43K |
| HAVERFORD COLLEGE HAVERFORD COLLEGE RETIREMENT HEALTHCARE SAVINGS PROGRAM | HAVERFORD, PA | Advisor / Consultant CONSULTANT | 492 | $10.7M | $24K |
| THE COLORADO COLLEGE EMERITI RETIREE HEALTH PLAN FOR THE COLORADO COLLEGE | COLORADO SPRINGS, CO | Advisor / Consultant CONSULTANT | 530 | $10.2M | $85K |
| ITHACA COLLEGE EMERITI RETIREE HEALTH PLAN FOR ITHACA COLLEGE | ITHACA, NY | Advisor / Consultant CONSULTANT | 917 | $10.0M | $66K |
| HAVERFORD COLLEGE HAVERFORD COLLEGE RETIREMENT HEALTHCARE SAVINGS PROGRAM | HAVERFORD, PA | Advisor / Consultant CONSULTANT | 487 | $9.7M | $23K |
| SEATTLE PACIFIC UNIVERSITY EMERITI RETIREE HEALTH PLAN FOR SEATTLE PACIFIC UNIVERSITY | SEATTLE, WA | Advisor / Consultant CONSULTANT | 379 | $9.6M | $11K |
| UNIVERSITY OF SAN FRANCISCO EMERITI RETIREMENT HEALTH PLAN FOR UNIVERSITY OF SAN FRANCISCO | SAN FRANCISCO, CA | Advisor / Consultant CONSULTANT | 948 | $9.4M | $61K |
| ITHACA COLLEGE EMERITI RETIREE HEALTH PLAN FOR ITHACA COLLEGE | ITHACA, NY | Advisor / Consultant CONSULTANT | 1,006 | $9.0M | $71K |
| UNIVERSITY OF EVANSVILLE UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM | EVANSVILLE, IN | Advisor / Consultant CONSULTANT | 180 | $8.6M | $27K |
| HAVERFORD COLLEGE EMERITI RETIREE HEALTH PLAN FOR CORPORATION OF HAVERFORD COLLEGE | HAVERFORD, PA | Advisor / Consultant CONSULTANT | 463 | $8.3M | $24K |
| UNIVERSITY OF EVANSVILLE UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM | EVANSVILLE, IN | Advisor / Consultant CONSULTANT | 217 | $8.1M | $27K |
| ITHACA COLLEGE EMERITI RETIREE HEALTH PLAN FOR ITHACA COLLEGE | ITHACA, NY | Advisor / Consultant CONSULTANT | 1,001 | $8.0M | $73K |
| UNIVERSITY OF SAN FRANCISCO EMERITI RETIREMENT HEALTH PLAN FOR UNIVERSITY OF SAN FRANCISCO | SAN FRANCISCO, CA | Advisor / Consultant CONSULTANT | 928 | $7.8M | $58K |
| UNIVERSITY OF EVANSVILLE UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM | EVANSVILLE, IN | Advisor / Consultant CONSULTANT | 243 | $7.4M | $28K |
| URSINUS COLLEGE EMERITI RETIREE HEALTH PLAN FOR URSINUS COLLEGE | COLLEGEVILLE, PA | Advisor / Consultant CONSULTANT | 247 | $7.2M | $42K |
| GETTYSBURG COLLEGE GETTYSBURG COLLEGE RETIREMENT HEALTHCARE SAVINGS PLAN | GETTYSBURG, PA | Other NONE | 532 | $6.7M | $40K |
| URSINUS COLLEGE EMERITI RETIREE HEALTH PLAN FOR URSINUS COLLEGE | COLLEGEVILLE, PA | Advisor / Consultant CONSULTANT | 290 | $6.6M | $40K |
| GETTYSBURG COLLEGE EMERITI RETIREE HEALTH PLAN FOR GETTYSBURG COLLEGE | GETTYSBURG, PA | Advisor / Consultant CONSULTANT | 543 | $6.2M | $52K |
| CONNECTICUT COLLEGE EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE | NEW LONDON, CT | Advisor / Consultant CONSULTANT | 420 | $6.0M | $57K |
| URSINUS COLLEGE EMERITI RETIREE HEALTH PLAN FOR URSINUS COLLEGE | COLLEGEVILLE, PA | Advisor / Consultant CONSULTANT | 285 | $5.8M | $37K |
| GETTYSBURG COLLEGE EMERITI RETIREE HEALTH PLAN FOR GETTYSBURG COLLEGE | GETTYSBURG, PA | Advisor / Consultant CONSULTANT | 539 | $5.6M | $51K |
| THE UNIVERSITY OF THE SOUTH EMERITI RETIREE HEALTH PLAN FOR THE UNIVERSITY OF THE SOUTH | SEWANEE, TN | Advisor / Consultant CONSULTANT | 366 | $5.5M | $31K |
| CONNECTICUT COLLEGE EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE | NEW LONDON, CT | Advisor / Consultant CONSULTANT | 473 | $5.3M | $58K |
| DICKINSON COLLEGE DICKINSON COLLEGE RETIREE HEALTHCARE SAVINGS PLAN | CARLISLE, PA | Other NONE | 649 | $5.2M | $54K |
| ILLINOIS WESLEYAN UNIVERSITY EMERITI RETIREE HEALTH PLAN FOR ILLINOIS WESLEYAN UNIVERSITY | BLOOMINGTON, IL | Advisor / Consultant CONSULTANT | 137 | $5.1M | $15K |
| THE UNIVERSITY OF THE SOUTH EMERITI RETIREE HEALTH PLAN FOR THE UNIVERSITY OF THE SOUTH | SEWANEE, TN | Advisor / Consultant CONSULTANT | 371 | $4.9M | $31K |
| ILLINOIS WESLEYAN UNIVERSITY EMERITI RETIREE HEALTH PLAN FOR ILLINOIS WESLEYAN UNIVERSITY | BLOOMINGTON, IL | Advisor / Consultant CONSULTANT | 170 | $4.8M | $14K |
| DICKINSON COLLEGE EMERITI RETIREE HEALTH PLAN FOR DICKINSON COLLEGE | CARLISLE, PA | Advisor / Consultant CONSULTANT | 642 | $4.7M | $70K |
| CONNECTICUT COLLEGE EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE | NEW LONDON, CT | Advisor / Consultant CONSULTANT | 479 | $4.4M | $54K |
| ILLINOIS WESLEYAN UNIVERSITY EMERITI RETIREE HEALTH PLAN FOR ILLINOIS WESLEYAN UNIVERSITY | BLOOMINGTON, IL | Advisor / Consultant CONSULTANT | 194 | $4.4M | $13K |
| THE UNIVERSITY OF THE SOUTH EMERITI RETIREE HEALTH PLAN FOR THE UNIVERSITY OF THE SOUTH | SEWANEE, TN | Advisor / Consultant CONSULTANT | 378 | $4.3M | $29K |
| DICKINSON COLLEGE EMERITI RETIREE HEALTH PLAN FOR DICKINSON COLLEGE | CARLISLE, PA | Advisor / Consultant CONSULTANT | 618 | $4.1M | $65K |
| SARAH LAWRENCE COLLEGE EMERITI RETIREE HEALTH PLAN FOR SARAH LAWRENCE COLLEGE | BRONXVILLE, NY | Advisor / Consultant CONSULTANT | 270 | $4.1M | $13K |
| SARAH LAWRENCE COLLEGE EMERITI RETIREE HEALTH PLAN FOR SARAH LAWRENCE COLLEGE | BRONXVILLE, NY | Advisor / Consultant CONSULTANT | 293 | $3.8M | $14K |
| KALAMAZOO COLLEGE KALAMAZOO COLLEGE RETIREMENT HEALTHCARE SAVINGS PROGRAM | KALAMAZOO, MI | Other NONE KNOWN | 305 | $3.7M | $27K |
| SARAH LAWRENCE COLLEGE EMERITI RETIREE HEALTH PLAN FOR SARAH LAWRENCE COLLEGE | BRONXVILLE, NY | Advisor / Consultant CONSULTANT | 343 | $3.4M | $13K |
| TRINITY UNIVERSITY TRINITY UNIVERSITY RETIREMENT HEALTCHARE SAVINGS PROGRAM | SAN ANTONIO, TX | Advisor / Consultant CONSULTANT | 394 | $3.3M | $32K |
| ROSE-HULMAN INSTITUTE OF TECHNOLOGY EMERITI RETIREE HEALTH PLAN FOR ROSE-HULMAN INSTITUTE OF TECHNOLOGY | TERRE HAUTE, IN | Advisor / Consultant CONSULTANT | 341 | $3.3M | $6K |
| KALAMAZOO COLLEGE KALAMAZOO COLLEGE RETIREMENT HEALTHCARE SAVINGS PROGRAM | KALAMAZOO, MI | Other NONE KNOWN | 294 | $3.2M | $26K |
| NORTHWOOD UNIVERSITY EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY | MIDLAND, MI | Advisor / Consultant CONSULTANT | 306 | $3.1M | $41K |
| TRINITY UNIVERSITY TRINITY UNIVERSITY RETIREMENT HEALTCHARE SAVINGS PROGRAM | SAN ANTONIO, TX | Advisor / Consultant CONSULTANT | 507 | $3.0M | $33K |
| HAMPDEN SYDNEY COLLEGE HAMPDEN-SYDNEY COLLEGE RETIREE HEALTHCARE PLAN | HAMPDEN SYDNEY, VA | Other NONE | 236 | $2.8M | $21K |
| NORTHWOOD UNIVERSITY EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY | MIDLAND, MI | Advisor / Consultant CONSULTANT | 279 | $2.8M | $42K |
| TRINITY UNIVERSITY EMERITI RETIREE HEALTH PLAN FOR TRINITY UNIVERSITY | SAN ANTONIO, TX | Advisor / Consultant CONSULTANT | 522 | $2.7M | $34K |
| WHITWORTH UNIVERSITY WHITWORTH UNIVERSITY EMPLOYEE VEBA TRUST | SPOKANE, WA | Advisor / Consultant CONSULTANT | 359 | $2.7M | $23K |
| HAMPDEN SYDNEY COLLEGE EMERITI RETIREE HEALTH PLAN FOR HAMPDEN-SYDNEY COLLEGE | HAMPDEN SYDNEY, VA | Advisor / Consultant CONSULTANT | 229 | $2.6M | $27K |
| ROSE-HULMAN INSTITUTE OF TECHNOLOGY EMERITI RETIREE HEALTH PLAN FOR ROSE-HULMAN INSTITUTE OF TECHNOLOGY | TERRE HAUTE, IN | Advisor / Consultant CONSULTANT | 353 | $2.6M | $5K |
| WHITWORTH UNIVERSITY WHITWORTH UNIVERSITY EMPLOYEE VEBA TRUST | SPOKANE, WA | Advisor / Consultant CONSULTANT | 370 | $2.4M | $23K |
| NORTHWOOD UNIVERSITY EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY | MIDLAND, MI | Advisor / Consultant CONSULTANT | 264 | $2.4M | $40K |
| FRANKLIN & MARSHALL COLLEGE EMERITI RETIREE HEALTH PLAN FOR FRANKLIN & MARSHALL COLLEGE | LANCASTER, PA | Advisor / Consultant CONSULTANT | 553 | $2.4M | $11K |
| HAMPDEN SYDNEY COLLEGE EMERITI RETIREE HEALTH PLAN FOR HAMPDEN-SYDNEY COLLEGE | HAMPDEN SYDNEY, VA | Advisor / Consultant CONSULTANT | 236 | $2.4M | $27K |
| WHITTIER COLLEGE EMERITI RETIREE HEALTH PLAN FOR WHITTIER COLLEGE | WHITTIER, CA | Advisor / Consultant CONSULTANT | 168 | $2.3M | $22K |
| WHITTIER COLLEGE EMERITI RETIREE HEALTH PLAN FOR WHITTIER COLLEGE | WHITTIER, CA | Advisor / Consultant CONSULTANT | 184 | $2.2M | $22K |
| WHITWORTH UNIVERSITY WHITWORTH UNIVERSITY EMPLOYEE VEBA TRUST | SPOKANE, WA | Advisor / Consultant CONSULTANT | 373 | $2.0M | $22K |
| FRANKLIN & MARSHALL COLLEGE EMERITI RETIREE HEALTH PLAN FOR FRANKLIN & MARSHALL COLLEGE | LANCASTER, PA | Advisor / Consultant CONSULTANT | 595 | $2.0M | $10K |
| WHITTIER COLLEGE EMERITI RETIREE HEALTH PLAN FOR WHITTIER COLLEGE | WHITTIER, CA | Advisor / Consultant CONSULTANT | 193 | $1.9M | $20K |
| GORDON COLLEGE EMERITI RETIREE HEALTH PLAN FOR GORDON COLLEGE | WENHAM, MA | Advisor / Consultant CONSULTANT | 112 | $1.7M | $17K |
| FRANKLIN & MARSHALL COLLEGE EMERITI RETIREE HEALTH PLAN FOR FRANKLIN & MARSHALL COLLEGE | LANCASTER, PA | Advisor / Consultant CONSULTANT | 565 | $1.6M | $9K |
| GORDON COLLEGE EMERITI RETIREE HEALTH PLAN FOR GORDON COLLEGE | WENHAM, MA | Advisor / Consultant CONSULTANT | 151 | $1.6M | $18K |
| SHENANDOAH UNIVERSITY SHENANDOAH UNIVERSITY RETIREMENT HEALTHCARE SAVINGS PROGRAM | WINCHESTER, VA | Advisor / Consultant CONSULTANT | 355 | $1.6M | $52K |
| GORDON COLLEGE EMERITI RETIREE HEALTH PLAN FOR GORDON COLLEGE | WENHAM, MA | Advisor / Consultant CONSULTANT | 167 | $1.5M | $19K |
| SHENANDOAH UNIVERSITY SHENANDOAH UNIVERSITY RETIREMENT HEALTHCARE SAVINGS PROGRAM | WINCHESTER, VA | Advisor / Consultant CONSULTANT | 422 | $1.5M | $45K |
| SHENANDOAH UNIVERSITY SHENANDOAH UNIVERSITY RETIREMENT HEALTHCARE SAVINGS PROGRAM | WINCHESTER, VA | Advisor / Consultant CONSULTANT | 455 | $1.4M | $48K |
| LYCOMING COLLEGE EMERITI RETIREE HEALTH PLAN FOR LYCOMING COLLEGE | WILLIAMSPORT, PA | Advisor / Consultant CONSULTANT | 229 | $393K | $20K |
| LYCOMING COLLEGE EMERITI RETIREE HEALTH PLAN FOR LYCOMING COLLEGE | WILLIAMSPORT, PA | Advisor / Consultant CONSULTANT | 3 | $304 | $20K |