Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$113K
- Dental$111K
- Life$47K
- Vision$17K
- Long-term disability$16K
Sponsor portfolioTH
ROBERTS WESLEYAN UNIVERSITY
EIN 16-0743126Educational ServicesLatest filing 2024
Plans
2
Retirement
1
$45.0M assets
Welfare
1
$304K premiums
Participants
1,266
2301 WESTSIDE DR - ROCHESTER, NY 146241933585-594-6838
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $304K premiums / 284 covered livesCarrier market share
Premium dollars by Schedule A carrier
37%top
- MVP HEALTH CARE37%
- BLUE CROSS OF CALIFORNIA37%
- RELIANCE STANDARD LIFE INSURANCE COMPANY21%
- EYEMED VISION CARE6%
Broker market share
Schedule A broker compensation
99%top
- ROBERT G. RELPH AGENCY, INC.99%
- GCG FINANCIAL LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ROBERTS WESLEYAN UNIVERSITY RETIREMENT PLAN
403b
Assets$45.0M
Participants1,013
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ROBERTS WESLEYAN UNIVERSITY AND NORTHEASTERN SEMINARY WELFARE BENEFITS PLAN
Fully Insured - MVP HEALTHCARE
Premiums$304K
Covered lives284
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROBERTS WESLEYAN UNIVERSITY RETIREMENT PLAN | 403b | $45.0M | 1,013 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ROBERTS WESLEYAN UNIVERSITY AND NORTHEASTERN SEMINARY WELFARE BENEFITS PLAN | Fully Insured | MVP HEALTHCARE | $304K | 284 | 2024 |
Retirement plans
Welfare plans