Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Ohio Wesleyan University
EIN 31-4379585higher educationLatest filing 2025
Plans
3
Retirement
2
$195.9M assets
Health & Benefits
1
$1.0M premiums
Participants
1,635
61 SOUTH SANDUSKY STREET, HUMAN RESOURCES OFFICE - DELAWARE, OH 430152398740-368-3394owu.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $195.9M assets / 1,287 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- TIAA$194.3M
- (Not disclosed)$1.6M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.0M premiums / 596 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$558K
- Dental$212K
- Other$209K
- Life$193K
- Short-term disability$193K
- Long-term disability$193K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
OHIO WESLEYAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX-DEFERRED ANNUITY PLAN
403(b)
Assets$194.3M
Participants1,222
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
OHIO WESLEYAN UNIVERSITY RETIREMENT PLAN
Traditional DB
Assets$1.6M
Participants65
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#511
OHIO WESLEYAN UNIVERSITY BENEFIT PLAN
Mixed - TOKIN MARINE - HCC
Premiums$1.0M
Covered lives596
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | OHIO WESLEYAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX-DEFERRED ANNUITY PLAN | 403(b) | $194.3M | 1,222 | 2025 |
| #003 | OHIO WESLEYAN UNIVERSITY RETIREMENT PLAN | Traditional DB | $1.6M | 65 | 2024 |
- #002 · 403(b) · 20251,222
- #003 · Traditional DB · 202465
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #511 | OHIO WESLEYAN UNIVERSITY BENEFIT PLAN | Mixed | TOKIN MARINE - HCC | $1.0M | 596 | 2025 |
- #511 · Mixed · TOKIN MARINE - HCC · 2025596
Retirement plans
Health & Benefits plans