2024-10-05T05:20:42-05:00 2023-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS RD STE 1500 RALEIGH NC 27609 990 2023-01-01 020630294 COLLEGE INSURANCE COMPANY COLL 8028645599 463 MOUNTAIN VIEW DRIVE 301 COLCHESTER VT 05446 STEPHEN L GARWOOD TREASURER 3126480914 2024-10-04 1 0 J CALVIN MARKS P01226973 9197196400 2023 2024-10-15 13:58:12Z STEPHEN L GARWOOD 200 S WACKER DR STE 1325 CHICAGO IL 606063800 31898178 0 X N/A X 2002 VT PROVIDES PROPERTY AND CASUALTY, STUDENT, AND EMPLOYEE BENEFIT COVERAGES TO FAITH INSPIRED HIGHER EDUCATION INSTITUTIONS 20 19 0 25 1109877 0 0 0 20309278 19981082 1444072 2253685 0 0 21753350 22234767 0 0 18547346 17860697 0 0 0 0 0 5014748 4840272 23562094 22700969 -1808744 -466202 78084443 82007675 43204991 46467166 34879452 35540509 COLLEGE PROVIDES VARIOUS INSURANCE COVERAGES TO EDUCATIONAL & INSTITUTIONAL INSURANCE ADMINISTRATORS, INC. (EIIA), AND ITS PARTICIPATING HIGHER EDUCATION INSTITUTIONS, THAT ARE FAITH INSPIRED. 0 0 20128868 18871205 PROPERTY & CASUALTY INSURANCE, STUDENT INSURANCE AND EMPLOYEE BENEFITS INSURANCE. 20128868 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 9 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 20 19 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X MARSH MANAGEMENT SERVICES INC 8028645599 463 MOUNTAIN VIEW DRIVE SUITE 301 COLCHESTER VT 05446 MR DAVID DIETZ PRESIDENT/CHAIR 2.00 35.50 X X 0 543168 93624 MR ED PRECOURT SECRETARY 0.50 0.50 X X 0 0 0 MR JEFF ARNOLD DIRECTOR 0.50 1.00 X 0 0 0 DR MARK BENEDETTO DIRECTOR 0.50 1.00 X 0 0 0 DR JOHN COMERFORD DIRECTOR (FROM MAR '23) 0.50 1.00 X 0 0 0 MR JOHN FLYNN DIRECTOR 0.50 1.00 X 0 0 0 DR WESLEY FUGATE DIRECTOR (FROM MAR '23) 0.50 1.00 X 0 0 0 MS MEREDITH GREEN DIRECTOR (FROM MAR '23) 0.50 1.00 X 0 0 0 MS DEBORAH HALL DIRECTOR 0.50 1.00 X 0 0 0 MS JANET HANSON DIRECTOR (TO MAY '23) 0.50 1.00 X 0 0 0 DR SANDRA HARPER DIRECTOR 0.50 1.00 X 0 0 0 MS TIJUANA HUDSON DIRECTOR (TO DEC '23) 0.50 1.00 X 0 0 0 MR MICHAEL MAXEY DIRECTOR 0.50 1.00 X 0 0 0 MR JAMES PRINCE DIRECTOR (TO FEB '23) 0.50 1.00 X 0 0 0 MR DAVE PROVOST DIRECTOR (FROM MAR '23) 0.50 1.00 X 0 0 0 REV DR JAY RUNDELL DIRECTOR 0.50 1.00 X 0 0 0 MS WILDA SEYMOUR DIRECTOR 0.50 1.00 X 0 0 0 MR RODERICK SMOTHERS DIRECTOR (TO MAY '23) 0.50 1.00 X 0 0 0 MR JEFFREY STRAITS DIRECTOR 0.50 1.00 X 0 0 0 DR IVY TAYLOR DIRECTOR (TO MAY '23) 0.50 1.00 X 0 0 0 DR TROY VANAKEN DIRECTOR 0.50 1.00 X 0 0 0 MS KAREN WARD DIRECTOR 0.50 1.00 X 0 0 0 REV LAMONT WELLS DIRECTOR (FROM MAR '23) 0.50 1.00 X 0 0 0 DR HAROLD WILDE DIRECTOR 0.50 1.00 X 0 0 0 DR MARK WILHELM DIRECTOR (TO JAN '23) 0.50 1.00 X 0 0 0 MR MICHAEL ZUCKERMAN DIRECTOR 0.50 1.00 X 0 0 0 MR STEPHEN L GARWOOD TREASURER 2.00 35.50 X 0 368126 101634 MS MARY ELLEN MORIARTY VP/ASSISTANT SECRETARY 2.00 35.50 X 0 348209 68669 MR GREGORY LOGAN ASSISTANT SECRETARY 2.00 35.50 X 0 255783 85507 MR DONALD J CENCULA JR ASSISTANT TREASURER 2.00 35.50 X 0 186853 74420 0 1702139 423854 0 0 1 0 EDUCATIONAL & INSTITUTIONAL INSURANCE AD 200 S WACKER DRSTE 1000 CHICAGO IL 60606 ADMINISTRATOR 2000000 QBE NORTH AMERICA 1 QBE WAY SUN PRAIRIE WI 53596 REINSURANCE BROKERAGE 162121 MARSH MANAGEMENT SERVICES INC 463 MOUNTAIN VIEW DR STE 301 COLCHESTER VT 05446 CAPTIVE MANAGEMENT & ACTUARY 158298 ASSET ALLOCATION & MANAGEMENT COMPANY L 30 N LASALLE STSTE 3500 CHICAGO IL 606022508 INVESTMENT MANAGER 114995 4 PREMIUMS EARNED 524298 19847531 18737654 1109877 COMMISSIONS EARNED 524298 133551 133551 19981082 2257789 2257789 9659307 9663411 -4104 -4104 -4104 22234767 18871205 1109877 2253685 17860697 17860697 2158298 2158298 1100 1100 56384 56384 131532 131532 202923 202923 7867 7867 25597 25597 COMMISSION EXPENSE 2177505 2177505 PREMIUM TAX EXPENSE 112812 112812 FEDERAL INCOME TAX EXPE -11600 -11600 UNDERWRITING EXPENSE -35723 -35723 13577 13577 22700969 20128868 2572101 0 13799621 13943802 2109094 739462 61207857 66305624 967871 1018787 78084443 82007675 2982565 2794171 267103 40222426 43405892 43204991 46467166 X 0 0 2750154 2750154 32129298 32790355 34879452 35540509 78084443 82007675 -466202 1127259 0 X 0 1 X 1 0 X X X 1 EDUCATIONAL & INSTITUTIONAL INSURANCE ADMINISTRATORS INC 391255714 1 1 2000000 20700969 1 2000000 20700969 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 LOSS AND LOSS EXPENSE RESERVES 24391626 FUNDS ON DEPOSIT 10110641 UNEARNED PREMIUMS 8594809 PREMIUM DEFICIENCY RESERVE 308816 43405892 X 21969684 0 21969684 131532 133551 265083 22234767 22435886 0 22435886 131532 133551 265083 22700969 PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT COLLEGE HAS PROPERLY MAINTAINED ITS EXEMPT STATUS AND HAS NOT TAKEN ANY UNCERTAIN TAX POSITIONS WHICH WOULD JEOPARDIZE ITS EXEMPT STATUS FOR ACTIVITIES NOT SUBJECT TO UNRELATED BUSINESS TAXES. PART XI, LINE 4B - OTHER ADJUSTMENTS: REVENUE RECORDED AS CONTRA-EXPENSE ON THE AUDITED FINANCIAL STATEMENTS 133,551. PART XII, LINE 4B - OTHER ADJUSTMENTS: REVENUE RECORDED AS CONTRA-EXPENSE ON THE AUDITED FINANCIAL STATEMENTS 133,551. 0 1 0 0 0 0 0 0 0 MR DAVID DIETZ PRESIDENT/CHAIR 0 516849 0 21429 0 4890 0 44774 0 48850 0 636792 0 0 MR STEPHEN L GARWOOD TREASURER 0 307304 0 48070 0 12752 0 53904 0 47730 0 469760 0 0 MS MARY ELLEN MORIARTY VP/ASSISTANT SECRETARY 0 291928 0 43529 0 12752 0 50448 0 18221 0 416878 0 0 MR GREGORY LOGAN ASSISTANT SECRETARY 0 218092 0 33732 0 3959 0 38281 0 47226 0 341290 0 0 MR DONALD J CENCULA JR ASSISTANT TREASURER 0 177710 0 3762 0 5381 0 28062 0 46358 0 261273 0 0 PART I, LINE 4B RABBI TRUST CONTRIBUTIONS: STEPHEN L. GARWOOD 4,404 MARY ELLEN MORIARTY 948 FORM 990, PART VI, SECTION A, LINE 3 MANAGEMENT DUTIES ARE DELEGATED TO MARSH MANAGEMENT SERVICES INC. FORM 990, PART VI, SECTION A, LINE 6 EIIA IS THE SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE BOARD ARE NOMINATED AND ELECTED BY EIIA. FORM 990, PART VI, SECTION A, LINE 7B ALL GOVERNING DOCUMENTS ARE REQUIRED TO BE APPROVED BY ALL MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 IS THOROUGHLY REVIEWED BY STEPHEN GARWOOD (TREASURER) AND THE AUDIT COMMITTEE, PRIOR TO FILING. ADDITIONALLY, THE AUDIT COMMITTEE CONSISTS OF NINE BOARD MEMBERS WHO THEN REPORT THEIR REVIEW TO ALL OF THE BOARD OF DIRECTORS TO ENSURE THAT THE FORM 990 IS COMPLETE AND ACCURATE. THE BOARD OF DIRECTORS ALSO REVIEWS THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND OFFICERS ARE REQUIRED TO ANNUALLY DISCLOSE RELATIONSHIPS THAT MIGHT GIVE RISE TO CONFLICTS OF INTEREST. CONFLICTED DIRECTORS AND OFFICERS ARE REQUIRED TO RECUSE THEMSELVES FROM VOTING ON PERTINENT MATTERS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. EDUCATIONAL & INSTITUTIONAL INSURANCE ADMINISTRATORS INC 200 S WACKER DR STE 1325 CHICAGO IL 60606 391255714 RELIGIOUS ORGANIZATION IL 501(C)(3) LINE 1 N/A 0 COLLEGE RISK RETENTION GROUP INC 463 MOUNTAIN VIEW DRIVE STE 301 COLCHESTER VT 05446 264676942 RELIGIOUS ORGANIZATION VT 501(C)(3) LINE 1 EIIA INC 0 COLLEGE RISK PURCHASING GROUP INC 200 S WACKER DR STE 1325 CHICAGO IL 60606 270756530 RELIGIOUS ORGANIZATION IL 501(C)(3) LINE 1 EIIA INC 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0