Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$141K
- Life$123K
- Long-term disability$70K
- Vision$17K
Sponsor portfolioTH
WHEATON COLLEGE
EIN 04-2103638Latest filing 2025
Plans
2
Retirement
1
$213.5M assets
Welfare
1
$228K premiums
Participants
2,131
26 EAST MAIN STREET - NORTON, MA 027662311508-286-3313
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $228K premiums / 551 covered livesCarrier market share
Premium dollars by Schedule A carrier
84%top
- STANDARD INSURANCE COMPANY84%
- EYEMED VISION CARE8%
- METROPOLITAN LIFE INSURANCE COMPANY6%
- ALLONE HEALTH2%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WHEATON COLLEGE RETIREMENT PLAN
403b
Assets$213.5M
Participants1,667
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WHEATON COLLEGE CONSOLIDATED HEALTH AND WELFARE PLAN
Mixed - STANDARD INSURANCE COMPANY
Premiums$228K
Covered lives551
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WHEATON COLLEGE RETIREMENT PLAN | 403b | $213.5M | 1,667 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WHEATON COLLEGE CONSOLIDATED HEALTH AND WELFARE PLAN | Mixed | STANDARD INSURANCE COMPANY | $228K | 551 | 2025 |
Retirement plans
Welfare plans