PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. WELLESLEY COLLEGE
Sponsor portfolioTH

WELLESLEY COLLEGE

EIN 04-2103637-higher education-Latest filing 2025
Plans
4
Retirement
2
$856.7M assets
Welfare
2
$869K premiums
Participants
5,574
106 CENTRAL STREET - WELLESLEY, MA 024818201781-283-3202wellesley.eduLinkedIn1001-5000 employeeshigher education
Plans on this EIN
4 filings
#002403b-$787.3M - 3,804 part#001TraditionalDB-$69.4M - 393 part#502Mixed-$869K - 1,150 lives#514Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $856.7M assets / 4,197 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • 403(B) RETIREMENT PLAN (#002)92%
  • AND SVC EES (#001)8%
Total $856.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403(B) RETIREMENT PLAN (#002)3,804
  • AND SVC EES (#001)393
Total 4,197Click row to drill in

Benefits portfolio analytics

2 plans / $869K premiums / 1,150 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$331K
  • Life$304K
  • Other$76K
  • Vision$58K
  • Short-term disability$55K
  • Dental$45K
Total $869K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY82%
  • EYEMED VISION CARE7%
  • DELTA DENTAL OF CALIFORNIA5%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • ALLONE HEALTH3%
Total $869K5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • THE SEGAL COMPANY100%
Total $3K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WELLESLEY COLLEGE 403(B) RETIREMENT PLAN

403b

Assets$787.3M
Participants3,804
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

WELLESLEY COLL PENSION PLN FOR CLASSIFIED OFC AND SVC EES

TraditionalDB

Assets$69.4M
Participants393
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

WELLESLEY COLLEGE EMPLOYEE WELFARE BENEFITS PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$869K
Covered lives1,150
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#514

WELLESLEY COLLEGE HEALTH CARE REIMBURSEMENT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WELLESLEY COLLEGE 403(B) RETIREMENT PLAN403b$787.3M3,8042024
001WELLESLEY COLL PENSION PLN FOR CLASSIFIED OFC AND SVC EESTraditionalDB$69.4M3932025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502WELLESLEY COLLEGE EMPLOYEE WELFARE BENEFITS PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$869K1,1502024
514WELLESLEY COLLEGE HEALTH CARE REIMBURSEMENT PLANSelf Funded-$002024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, 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
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica