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

BALDWIN WALLACE UNIVERSITY

EIN 34-0714629-higher education-Latest filing 2025
Plans
2
Retirement
1
$229.5M assets
Welfare
1
$621K premiums
Participants
1,803
275 EASTLAND ROAD - BEREA, OH 44017440-826-2219bw.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
2 filings
#002403b-$229.5M - 1,410 part#501Fully Insured-$621K - 464 lives

Benefits portfolio analytics

1 plan / $621K premiums / 464 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$280K
  • Other$244K
  • Life$244K
  • Long-term disability$244K
  • Health$97K
  • Prescription drug$97K
Total $621K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • SUPERIOR DENTAL CARE45%
  • MEDMUTUAL LIFE INSURANCE COMPANY39%
  • HARTFORD LIFE AND ACCIDENT16%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
  • MEDICAL MUTUAL0%
Total $621K5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • THE JAMES B OSWALD COMPANY100%
Total $75K1 slice

Plan deep-dives

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

BALDWIN WALLACE UNIVERSITY DEFINED CONTRIBUTION AND TAX DEFERRED SAVINGS

403b

Assets$229.5M
Participants1,410
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BALDWIN WALLACE UNIVERSITY HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - SUPERIOR DENTAL CARE

Premiums$621K
Covered lives464
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BALDWIN WALLACE UNIVERSITY DEFINED CONTRIBUTION AND TAX DEFERRED SAVINGS403b$229.5M1,4102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BALDWIN WALLACE UNIVERSITY HEALTH AND WELFARE BENEFIT PLANFully InsuredSUPERIOR DENTAL CARE$621K4642025
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