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  2. WOODS HOLE OCEANOGRAPHIC INSTITUTION
Sponsor portfolioTH

WOODS HOLE OCEANOGRAPHIC INSTITUTION

EIN 04-2105850-research-Latest filing 2024
Plans
4
Retirement
2
$461.7M assets
Welfare
2
$3.7M premiums
Participants
4,833
266 WOODS HOLE ROAD, MS#15 - WOODS HOLE, MA 02543508-548-1400whoi.eduLinkedIn1001-5000 employeesresearch
Plans on this EIN
4 filings
#002403b-$268.6M - 1,696 part#001CashBalance-$193.1M - 876 part#502Fully Insured-$2.8M - 1,567 lives#501Mixed-$850K - 1,335 lives

Retirement portfolio analytics

2 plans aggregated / $461.7M assets / 2,572 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • CONTRIBUTION RETIREMENT PLAN (#002)58%
  • HOLE OCEANOGRAPHIC INSTITUTION (#001)42%
Total $461.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
58%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE58%
  • (Not disclosed)42%
Total $461.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTION RETIREMENT PLAN (#002)1,696
  • HOLE OCEANOGRAPHIC INSTITUTION (#001)876
Total 2,572Click row to drill in

Benefits portfolio analytics

2 plans / $3.7M premiums / 2,902 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$2.0M
  • Health$827K
  • Other$552K
  • Life$514K
  • Long-term disability$198K
  • Vision$100K
Total $3.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • BLUE CROSS OF CALIFORNIA77%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY20%
  • EYEMED VISION CARE3%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Total $3.7M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $367K1 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

WOODS HOLE OCEANOGRAPHIC INSTITUTION DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$268.6M
Participants1,696
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RETIREMENT PLAN FOR EMPLOYEES OF WOODS HOLE OCEANOGRAPHIC INSTITUTION

CashBalance

Assets$193.1M
Participants876
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

WOODS HOLE OCEANOGRAPHIC INSTITUTION MEDICAL BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS INC

Premiums$2.8M
Covered lives1,567
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

WOODS HOLE OCEANOGRAPHIC INSTITUTION

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$850K
Covered lives1,335
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WOODS HOLE OCEANOGRAPHIC INSTITUTION DEFINED CONTRIBUTION RETIREMENT PLAN403b$268.6M1,6962024
001RETIREMENT PLAN FOR EMPLOYEES OF WOODS HOLE OCEANOGRAPHIC INSTITUTIONCashBalance$193.1M8762024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502WOODS HOLE OCEANOGRAPHIC INSTITUTION MEDICAL BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS INC$2.8M1,5672024
501WOODS HOLE OCEANOGRAPHIC INSTITUTIONMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$850K1,3352024
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