PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. WESTERN RESERVE ACADEMY
Sponsor portfolioTH

WESTERN RESERVE ACADEMY

EIN 34-0714390-primary/secondary education-Latest filing 2025
Plans
4
Retirement
3
$45.2M assets
Welfare
1
$2.0M premiums
Participants
705
115 COLLEGE STREET - HUDSON, OH 44236330-650-9713wra.netLinkedIn201-500 employeesprimary/secondary education
Plans on this EIN
4 filings
#001403b-$30.2M - 347 part#003403b-$11.9M - 189 part#002403b-$3.1M - 32 part#501Mixed-$2.0M - 140 lives

Retirement portfolio analytics

3 plans aggregated / $45.2M assets / 568 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • STAFF RETIREMENT PLAN (#001)67%
  • EMPLOYEE RETIREMENT PLAN (#003)26%
  • EMPLOYEES RETIREMENT PLAN (#002)7%
Total $45.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • STAFF RETIREMENT PLAN (#001)347
  • EMPLOYEE RETIREMENT PLAN (#003)189
  • EMPLOYEES RETIREMENT PLAN (#002)32
Total 568Click row to drill in

Benefits portfolio analytics

1 plan / $2.0M premiums / 140 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Dental$134K
  • Life$53K
  • Other$53K
  • Long-term disability$32K
  • Vision$11K
Total $2.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • MEDICAL MUTUAL88%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY12%
Total $2.0M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $86K1 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

WESTERN RESERVE ACADEMY FACULTY AND STAFF RETIREMENT PLAN

403b

Assets$30.2M
Participants347
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

WESTERN RESERVE ACADEMY EMPLOYEE RETIREMENT PLAN

403b

Assets$11.9M
Participants189
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WESTERN RESERVE ACADEMY MAINTENANCE EMPLOYEES RETIREMENT PLAN

403b

Assets$3.1M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WESTERN RESERVE ACADEMY GROUP INSURANCE PLAN

Mixed - MEDICAL MUTUAL

Premiums$2.0M
Covered lives140
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001WESTERN RESERVE ACADEMY FACULTY AND STAFF RETIREMENT PLAN403b$30.2M3472024
003WESTERN RESERVE ACADEMY EMPLOYEE RETIREMENT PLAN403b$11.9M1892024
002WESTERN RESERVE ACADEMY MAINTENANCE EMPLOYEES RETIREMENT PLAN403b$3.1M322025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WESTERN RESERVE ACADEMY GROUP INSURANCE PLANMixedMEDICAL MUTUAL$2.0M1402025
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