PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. OHIO WESLEYAN UNIVERSITY
Sponsor portfolioTH

OHIO WESLEYAN UNIVERSITY

EIN 31-4379585-higher education-Latest filing 2025
Plans
3
Retirement
2
$195.9M assets
Welfare
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 filings
#002403b-$194.3M - 1,222 part#003TraditionalDB-$1.6M - 65 part#511Mixed-$1.0M - 596 lives

Retirement portfolio analytics

2 plans aggregated / $195.9M assets / 1,287 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • TAX-DEFERRED ANNUITY PLAN (#002)99%
  • UNIVERSITY RETIREMENT PLAN (#003)1%
Total $195.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
99%top
  • TIAA99%
  • (Not disclosed)1%
Total $195.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TAX-DEFERRED ANNUITY PLAN (#002)1,222
  • UNIVERSITY RETIREMENT PLAN (#003)65
Total 1,287Click row to drill in

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
Total $1.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • HCC LIFE INSURANCE COMPANY55%
  • DELTA DENTAL OF CALIFORNIA21%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA19%
  • EYEMED VISION CARE3%
  • RELIASTAR LIFE INSURANCE COMPANY2%
Total $1.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • MARSH & MCLENNAN AGENCY LLC83%
  • WATCHTOWER BENEFITS, LLC7%
  • C2 CENTRIC LLC7%
  • BENE RE LLC2%
  • ADP INC1%
Total $79K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

OHIO WESLEYAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX-DEFERRED ANNUITY PLAN

403b

Assets$194.3M
Participants1,222
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

OHIO WESLEYAN UNIVERSITY RETIREMENT PLAN

TraditionalDB

Assets$1.6M
Participants65
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

OHIO WESLEYAN UNIVERSITY BENEFIT PLAN

Mixed - TOKIN MARINE - HCC

Premiums$1.0M
Covered lives596
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002OHIO WESLEYAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX-DEFERRED ANNUITY PLAN403b$194.3M1,2222025
003OHIO WESLEYAN UNIVERSITY RETIREMENT PLANTraditionalDB$1.6M652024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
511OHIO WESLEYAN UNIVERSITY BENEFIT PLANMixedTOKIN MARINE - HCC$1.0M5962025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica