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Sponsor portfolioTH

THE WATSON INSTITUTE

EIN 25-1561504-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$48.5M assets
Welfare
1
$5.1M premiums
Participants
809
301 CAMP MEETING ROAD - SEWICKLEY, PA 151438773412-741-1800thewatsoninstitute.orgLinkedIn201-500 employeesindividual & family services
Plans on this EIN
2 filings
#001TraditionalDB-$48.5M - 301 part#501Fully Insured-$5.1M - 763 lives

Benefits portfolio analytics

1 plan / $5.1M premiums / 763 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.4M
  • Vision$4.4M
  • Prescription drug$4.4M
  • Life$460K
  • Short-term disability$460K
  • Long-term disability$460K
  • +2 more
Total $5.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA9%
  • UNITED CONCORDIA INSURANCE COMPANY4%
Total $5.1M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ASSUREDPARTNERS100%
Total $24K1 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

RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE

TraditionalDB

Assets$48.5M
Participants301
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE WATSON INSTITUTE EMPLOYEE BENEFIT PLAN

Fully Insured - HIGHMARK, INC.

Premiums$5.1M
Covered lives763
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTETraditionalDB$48.5M3012025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE WATSON INSTITUTE EMPLOYEE BENEFIT PLANFully InsuredHIGHMARK, INC.$5.1M7632025
Retirement plans
Welfare plans
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