PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Western Reserve Academy
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Western Reserve Academy

EIN 34-0714390-primary/secondary education-Latest filing 2025
Plans
3
Retirement
2
$49.0M assets
Health & Benefits
1
$2.0M premiums
Participants
519
115 COLLEGE STREET - HUDSON, OH 44236330-650-9713wra.netLinkedIn201-500 employeesprimary/secondary education
Plans on this EIN
3 filings
#001403(b)-$45.9M - 350 part#002403(b)-$3.1M - 32 part#501Mixed-$2.0M - 140 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $49.0M assets / 382 participants

Assets by plan

Share of aggregate retirement assets

  • STAFF RETIREMENT PLAN (#001)$45.9M
  • EMPLOYEES RETIREMENT PLAN (#002)$3.1M
Total $49.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • STAFF RETIREMENT PLAN (#001)350
  • EMPLOYEES RETIREMENT PLAN (#002)32
Total 382Select a row to open it

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
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

WRA FACULTY AND STAFF RETIREMENT PLAN

403(b)

Assets$45.9M
Participants350
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

WESTERN RESERVE ACADEMY MAINTENANCE EMPLOYEES RETIREMENT PLAN

403(b)

Assets$3.1M
Participants32
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

WESTERN RESERVE ACADEMY GROUP INSURANCE PLAN

Mixed - MEDICAL MUTUAL

Premiums$2.0M
Covered lives140
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001WRA FACULTY AND STAFF RETIREMENT PLAN403(b)$45.9M3502025
#002WESTERN RESERVE ACADEMY MAINTENANCE EMPLOYEES RETIREMENT PLAN403(b)$3.1M322025
  • WRA FACULTY AND STAFF RETIREMENT PLAN$45.9M
    #001 · 403(b) · 2025350
  • WESTERN RESERVE ACADEMY MAINTENANCE EMPLOYEES RETIREMENT PLAN$3.1M
    #002 · 403(b) · 202532

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501WESTERN RESERVE ACADEMY GROUP INSURANCE PLANMixedMEDICAL MUTUAL$2.0M1402025
  • WESTERN RESERVE ACADEMY GROUP INSURANCE PLAN$2.0M
    #501 · Mixed · MEDICAL MUTUAL · 2025140
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica