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Sponsor portfolioTH

WASHINGTON & JEFFERSON COLLEGE

EIN 25-0965601-higher education-Latest filing 2024
Plans
3
Retirement
2
$114.3M assets
Welfare
1
$3.1M premiums
Participants
1,478
60 SOUTH LINCOLN STREET - WASHINGTON, PA 153014812724-531-1001washjeff.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
3 filings
#001403b-$61.8M - 685 part#003403b-$52.5M - 502 part#504Fully Insured-$3.1M - 513 lives

Retirement portfolio analytics

2 plans aggregated / $114.3M assets / 1,187 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • DEFINED CONTRIBUTION PLAN (#001)54%
  • RETIREMENT ANNUITY PLAN (#003)46%
Total $114.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
54%top
  • TIAA54%
  • (Not disclosed)46%
Total $114.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED CONTRIBUTION PLAN (#001)685
  • RETIREMENT ANNUITY PLAN (#003)502
Total 1,187Click row to drill in

Benefits portfolio analytics

1 plan / $3.1M premiums / 513 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Prescription drug$2.8M
  • Dental$164K
  • Life$74K
  • Other$74K
  • Long-term disability$40K
  • +1 more
Total $3.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • UNITED CONCORDIA INSURANCE COMPANY5%
  • USABLE LIFE4%
Total $3.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
50%top
  • ALAN MARTHINSEN50%
  • RESCHINI AGENCY INC38%
  • HM CENTERED HEALTH INC12%
Total $23K3 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

WASHINGTON & JEFFERSON COLLEGE DEFINED CONTRIBUTION PLAN

403b

Assets$61.8M
Participants685
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

WASHINGTON & JEFFERSON COLLEGE TIAA CREF GROUP RETIREMENT ANNUITY PLAN

403b

Assets$52.5M
Participants502
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

WASHINGTON AND JEFFERSON COLLEGE WELFARE BENEFIT PLAN

Fully Insured - HIGHMARK INC.

Premiums$3.1M
Covered lives513
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WASHINGTON & JEFFERSON COLLEGE DEFINED CONTRIBUTION PLAN403b$61.8M6852024
003WASHINGTON & JEFFERSON COLLEGE TIAA CREF GROUP RETIREMENT ANNUITY PLAN403b$52.5M5022024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504WASHINGTON AND JEFFERSON COLLEGE WELFARE BENEFIT PLANFully InsuredHIGHMARK INC.$3.1M5132024
Retirement plans
Welfare plans
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