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  2. WESTERN NEW ENGLAND UNIVERSITY
Sponsor portfolioTH

WESTERN NEW ENGLAND UNIVERSITY

EIN 04-2108376-higher education-Latest filing 2024
Plans
2
Retirement
1
$287.5M assets
Welfare
1
$8.6M premiums
Participants
2,629
1215 WILBRAHAM ROAD - SPRINGFIELD, MA 01119413-782-1343wne.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
2 filings
#001403b-$287.5M - 1,948 part#508Fully Insured-$8.6M - 962 lives

Benefits portfolio analytics

1 plan / $8.6M premiums / 962 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$8.6M
  • Vision$8.6M
  • Health$8.2M
  • Other$407K
  • Life$388K
  • Short-term disability$388K
  • +1 more
Total $8.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • AETNA LIFE INSURANCE COMPANY95%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
  • ESI EMPLOYEE ASSISTANCE GROUP0%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $8.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • ALLIANT INSURANCE SERVICES, INC.99%
  • REUBEN WARNER ASSOCIATES, INC.1%
Total $31K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WESTERN NEW ENGLAND UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$287.5M
Participants1,948
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

WESTERN NEW ENGLAND UNIVERSITY

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$8.6M
Covered lives962
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WESTERN NEW ENGLAND UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN403b$287.5M1,9482024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
508WESTERN NEW ENGLAND UNIVERSITYFully InsuredAETNA LIFE INSURANCE CO.$8.6M9622024
Retirement plans
Welfare plans
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