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Sponsor portfolioTH

ROGER WILLIAMS UNIVERSITY

EIN 05-0277222-higher education-Latest filing 2025
Plans
2
Retirement
1
$359.8M assets
Welfare
1
$13.5M premiums
Participants
3,935
ONE OLD FERRY ROAD - BRISTOL, RI 02809401-254-3028rwu.eduLinkedIn1001-5000 employeeshigher education
Plans on this EIN
2 filings
#001403b-$359.8M - 3,064 part#501Mixed-$13.5M - 1,440 lives

Benefits portfolio analytics

1 plan / $13.5M premiums / 1,440 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$12.9M
  • Other$246K
  • Long-term disability$228K
  • Life$182K
  • Vision$68K
  • Short-term disability$41K
Total $13.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
  • VISION SERVICE PLAN0%
  • STANDARD INSURANCE COMPANY0%
  • GENWORTH LIFE INSURANCE COMPANY0%
  • +3 more
Total $13.5M8 slices

Broker market share

Schedule A broker compensation

Split broker
45%top
  • GALLAGHER BENEFIT SERVICES, INC.45%
  • THE JAMES B OSWALD COMPANY43%
  • STARKWEATHER & SHEPLEY, INC.5%
  • MICHAEL S VANGAVREE3%
  • MJ INSURANCE2%
  • +3 more
Total $149K8 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

ROGER WILLIAMS UNIVERSITY RETIREMENT PLAN

403b

Assets$359.8M
Participants3,064
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ROGER WILLIAMS UNIVERSITY EMPLOYEE BENEFITS PLAN

Mixed - BLUE CROSS BLUE SHIELD OF RHODE ISLAND

Premiums$13.5M
Covered lives1,440
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ROGER WILLIAMS UNIVERSITY RETIREMENT PLAN403b$359.8M3,0642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ROGER WILLIAMS UNIVERSITY EMPLOYEE BENEFITS PLANMixedBLUE CROSS BLUE SHIELD OF RHODE ISLAND$13.5M1,4402025
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