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  2. WORCESTER POLYTECHNIC INSTITUTE
Sponsor portfolioTH

WORCESTER POLYTECHNIC INSTITUTE

EIN 04-2121659-higher education-Latest filing 2024
Plans
2
Retirement
1
$687.1M assets
Welfare
1
$1.8M premiums
Participants
4,764
100 INSTITUTE ROAD,, TALENT AND INCLUSION, BOYNTON HALL - WORCESTER, MA 016092280508-831-5276wpi.eduLinkedIn1001-5000 employeeshigher education
Plans on this EIN
2 filings
#001403b-$687.1M - 2,981 part#507Mixed-$1.8M - 1,886 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 1,886 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$894K
  • Dental$865K
  • Life$752K
  • Short-term disability$752K
  • Long-term disability$752K
  • Vision$81K
Total $1.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • DELTA DENTAL OF CALIFORNIA47%
  • HARTFORD LIFE AND ACCIDENT41%
  • VISION SERVICE PLAN4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • +1 more
Total $1.8M6 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • BROWN AND BROWN OF FLORIDA, INC.93%
  • CHRISTINE M. MCCULLUGH7%
Total $180K2 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

WORCESTER POLYTECHNIC INSTITUTE DEFINED CONTRIBUTION PLAN

403b

Assets$687.1M
Participants2,981
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

WORCESTER POLYTECHNIC INSTITUTE EMPLOYEE BENEFITS PLAN

Mixed - DELTA DENTAL OF MASSACHUSETTS, INC.

Premiums$1.8M
Covered lives1,886
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WORCESTER POLYTECHNIC INSTITUTE DEFINED CONTRIBUTION PLAN403b$687.1M2,9812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507WORCESTER POLYTECHNIC INSTITUTE EMPLOYEE BENEFITS PLANMixedDELTA DENTAL OF MASSACHUSETTS, INC.$1.8M1,8862024
Retirement plans
Welfare plans
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