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Sponsor portfolio

WILKES UNIVERSITY

EIN 24-0795506-higher education-Latest filing 2025
Plans
2
Retirement
1
$223.6M assets
Welfare
1
$313K premiums
Participants
1,710
84 WEST SOUTH STREET - WILKES- BARRE, PA 18766570-408-4644wilkes.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
2 filings
#001403b-$223.6M - 1,234 part#509Mixed-$313K - 697 lives

Benefits portfolio analytics

1 plan / $313K premiums / 697 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$186K
  • Life$97K
  • Long-term disability$86K
  • Vision$41K
Total $313K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY80%
  • METROPOLITAN LIFE INSURANCE COMPANY13%
  • SUN LIFE ASSURANCE COMPANY OF CANADA7%
Total $313K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BSI CORPORATE BENEFITS LLC100%
Total $31K1 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

TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS OF WILKES UNIVERSITY

403b

Assets$223.6M
Participants1,234
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509

WILKES UNIVERSITY COMPREHENSIVE WELFARE BENEFITS PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$313K
Covered lives697
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS OF WILKES UNIVERSITY403b$223.6M1,2342024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
509WILKES UNIVERSITY COMPREHENSIVE WELFARE BENEFITS PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$313K6972025
Retirement plans
Welfare plans
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