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Sponsor portfolioTH

WESLEYAN UNIVERSITY

EIN 06-0646959-higher education-Latest filing 2024
Plans
3
Retirement
1
$688.1M assets
Welfare
2
$455K premiums
Participants
4,904
55 HIGH STREET - MIDDLETOWN, CT 064573401wesleyan.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
3 filings
#001403b-$688.1M - 3,090 part#511Mixed-$455K - 1,205 lives#513Self Funded-0 lives

Benefits portfolio analytics

2 plans / $455K premiums / 1,205 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$400K
  • Long-term disability$400K
  • Vision$55K
Total $455K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA88%
  • EYEMED VISION CARE12%
Total $455K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $4K1 slice

Plan deep-dives

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

WESLEYAN UNIVERSITY RETIREMENT PLAN

403b

Assets$688.1M
Participants3,090
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

WESLEYAN UNIVERSITY GROUP INSURANCE PROGRAM

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$455K
Covered lives1,205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#513

WESLEYAN UNIVERSITY RETIREE PHARMACY PROGRAM

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WESLEYAN UNIVERSITY RETIREMENT PLAN403b$688.1M3,0902024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
511WESLEYAN UNIVERSITY GROUP INSURANCE PROGRAMMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$455K1,2052024
513WESLEYAN UNIVERSITY RETIREE PHARMACY PROGRAMSelf Funded-$002024
Retirement plans
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