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Sponsor portfolio

WIDENER UNIVERSITY

EIN 23-1386178-higher education-Latest filing 2025
Plans
5
Retirement
1
$424.8M assets
Welfare
4
$1.1M premiums
Participants
4,200
1 UNIVERSITY PLACE - CHESTER, PA 19013610-499-4553widener.eduLinkedIn1001-5000 employeeshigher education
Plans on this EIN
5 filings
#001403b-$424.8M - 2,341 part#515Mixed-$666K - 1,391 lives#503Mixed-$384K - 812 lives#505Self Funded-0 lives#516Self Funded-0 lives

Benefits portfolio analytics

4 plans / $1.1M premiums / 2,203 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$622K
  • Other$226K
  • Long-term disability$203K
  • Life$179K
Total $1.1M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • METROPOLITAN LIFE INSURANCE COMPANY63%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY36%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $1.1M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $46K1 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

WIDENER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$424.8M
Participants2,341
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#515

WIDENER UNIVERSITY GROUP MEDICAL PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$666K
Covered lives1,391
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

WIDENER UNIVERSITY GROUP LIFE AND LONG TERM DISABILITY PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$384K
Covered lives812
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

WIDENER UNIVERSITY INC. VEBA HEALTH SAVINGS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#516

WIDENER UNIVERSITY FACULTY/ADMINISTRATION FLEXIBLE SPENDING PLAN

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WIDENER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN403b$424.8M2,3412024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
515WIDENER UNIVERSITY GROUP MEDICAL PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$666K1,3912025
503WIDENER UNIVERSITY GROUP LIFE AND LONG TERM DISABILITY PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$384K8122025
505WIDENER UNIVERSITY INC. VEBA HEALTH SAVINGS PLANSelf Funded-$002025
516WIDENER UNIVERSITY FACULTY/ADMINISTRATION FLEXIBLE SPENDING PLANSelf Funded-$002025
Retirement plans
Welfare plans
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