2023-09-22T13:51:22-05:00 2022-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS RD STE 1500 RALEIGH NC 27609 990 2022-01-01 020630294 COLLEGE INSURANCE COMPANY COLL 8028645599 463 MOUNTAIN VIEW DRIVE 301 COLCHESTER VT 05446 STEPHEN L GARWOOD TREASURER 3126480914 2023-09-21 1 STEPHEN GARWOOD 999009999 0 J CALVIN MARKS P01226973 9197196400 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z STEPHEN L GARWOOD 200 S WACKER DR STE 1000 CHICAGO IL 606063800 32936581 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 23 846265 0 0 0 19458062 20309278 1388521 1444072 0 0 20846583 21753350 0 0 13909273 18547346 0 0 0 0 0 4793830 5014748 18703103 23562094 2143480 -1808744 80437108 78084443 42345780 43204991 38091328 34879452 COLLEGE PROVIDES VARIOUS INSURANCE COVERAGES TO EDUCATIONAL & INSTITUTIONAL INSURANCE ADMINISTRATORS, INC. (EIIA), AND ITS PARTICIPATING HIGHER EDUCATION INSTITUTIONS, THAT ARE FAITH INSPIRED. 0 0 20893750 19463013 PROPERTY & CASUALTY INSURANCE, STUDENT INSURANCE AND EMPLOYEE BENEFITS INSURANCE. 20893750 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 6 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 (FROM JUN '22) 2.00 35.50 X X 0 349990 28072 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 COLETTE PIERCE BURNETTE DIRECTOR (TO JUN '22) 0.50 1.00 X 0 0 0 MS KAREN DAVIS DIRECTOR (TO SEP '22) 0.50 1.00 X 0 0 0 DR DANIEL DIBIASIO DIRECTOR (TO SEP '22) 0.50 1.00 X 0 0 0 DR MARCHETA EVANS DIRECTOR (TO SEP '22) 0.50 1.00 X 0 0 0 MR JOHN FLYNN DIRECTOR 0.50 1.00 X 0 0 0 MS DEBORAH HALL DIRECTOR 0.50 1.00 X 0 0 0 MS JANET HANSON DIRECTOR 0.50 1.00 X 0 0 0 DR SANDRA HARPER DIRECTOR 0.50 1.00 X 0 0 0 MS TIJUANA HUDSON DIRECTOR 0.50 1.00 X 0 0 0 MR MICHAEL MAXEY DIRECTOR 0.50 1.00 X 0 0 0 JAMES PRINCE DIRECTOR 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 0.50 1.00 X 0 0 0 MR JEFFREY STRAITS DIRECTOR 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 DR HAROLD WILDE DIRECTOR 0.50 1.00 X 0 0 0 DR MARK WILHELM DIRECTOR 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 375046 101113 MS MARY ELLEN MORIARTY VP/ASSISTANT SECRETARY 2.00 35.50 X 0 355761 69605 MR GREGORY LOGAN ASSISTANT SECRETARY 2.00 35.50 X 0 270727 86042 MR DONALD J CENCULA JR ASSISTANT TREASURER 2.00 35.50 X 0 182423 72516 MR JEFFERY WOLF PRESIDENT/CHAIR (TO JUN '21) 2.00 35.50 X 0 114637 25241 0 1648584 382589 0 1 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 158630 MARSH MANAGEMENT SERVICES INC 463 MOUNTAIN VIEW DR STE 301 COLCHESTER VT 05446 CAPTIVE MANAGEMENT & ACTUARY 156400 ASSET ALLOCATION & MANAGEMENT COMPANY L 30 N LASALLE STSTE 3500 CHICAGO IL 606022508 INVESTMENT MANAGER 115199 4 PREMIUMS EARNED 524298 20309278 19463013 846265 20309278 1435330 1435330 11191973 11183231 8742 8742 8742 21753350 19463013 846265 1444072 18547346 18547346 2156400 2156400 113 113 55221 55221 130316 130316 269699 269699 8381 8381 25673 25673 COMMISSION EXPENSE 2265905 2265905 PREMIUM TAX EXPENSE 101746 101746 FEDERAL INCOME TAX EXPE 22541 22541 UNDERWRITING EXPENSE -34605 -34605 13358 13358 23562094 20893750 2668344 0 17025164 13799621 332356 2109094 34189 62121306 61207857 924093 967871 80437108 78084443 5614793 2982565 36730987 40222426 42345780 43204991 X 0 0 2750154 2750154 35341174 32129298 38091328 34879452 80437108 78084443 -1808744 -1403132 0 X 0 1 X 1 0 X X X 1 EDUCATIONAL & INSTITUTIONAL INSURANCE ADMINISTRATORS INC 391255714 1 1 2000000 21562094 1 2000000 21562094 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 FORM 990, SCHEDULE A, PART I, LINE 12(G): THE AMOUNT REPORTED IN COLUMN (VI) REPRESENTS THE ORGANIZATION'S EXPENSES IN CONDUCTING ACTIVITIES WHICH THE SUPPORTING ORGANIZATION WOULD CONDUCT ITSELF BUT FOR THE EFFORTS OF THE SUPPORTING ORGANIZATION. 0 LOSS AND LOSS EXPENSE RESERVES 24678652 UNEARNED PREMIUMS 8185684 FUNDS ON DEPOSIT 6580203 PREMIUM DEFICIENCY RESERVE 777887 40222426 X 21623034 0 21623034 130316 130316 21753350 23431778 0 23431778 130316 130316 23562094 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. 0 1 0 0 0 0 0 0 0 MR STEPHEN L GARWOOD TREASURER 0 322886 0 39408 0 12752 0 54864 0 46249 0 476159 0 0 MS MARY ELLEN MORIARTY VP/ASSISTANT SECRETARY 0 307700 0 35309 0 12752 0 51581 0 18024 0 425366 0 0 MR DAVID DIETZ PRESIDENT/CHAIR (FROM JUN '22) 0 288471 0 59559 0 1960 0 0 0 28072 0 378062 0 0 MR GREGORY LOGAN ASSISTANT SECRETARY 0 237431 0 28862 0 4434 0 40327 0 45715 0 356769 0 0 MR DONALD J CENCULA JR ASSISTANT TREASURER 0 170279 0 6958 0 5186 0 27488 0 45028 0 254939 0 0 MR JEFFERY WOLF PRESIDENT/CHAIR (TO JUN '21) 0 0 0 0 0 114637 0 0 0 25241 0 139878 0 0 PART I, LINE 4B RABBI TRUST CONTRIBUTIONS: STEPHEN L. GARWOOD 9,114 MARY ELLEN MORIARTY 5,831 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 1000 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 1000 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