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Sponsor portfolioTH

WALSH UNIVERSITY, INC.

EIN 34-0868798-sports-Latest filing 2025
Plans
2
Retirement
1
$60.7M assets
Welfare
1
$3.0M premiums
Participants
956
2020 EAST MAPLE STREET - NORTH CANTON, OH 447203336330-244-4762LinkedIn1-10 employeessports
Plans on this EIN
2 filings
#001403b-$60.7M - 690 part#501Fully Insured-$3.0M - 492 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 492 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Other$780K
  • Dental$347K
  • Vision$347K
  • Life$347K
  • Short-term disability$347K
  • +1 more
Total $3.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • AULTCARE INSURANCE COMPANY74%
  • AMFIRST14%
  • METROPOLITAN LIFE INSURANCE COMPANY12%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $3.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
22%top
  • BENEFIT RELATED SERVICES22%
  • LINDA WELLS19%
  • BENEFITS & INSURANCE SOLUTIONS, LLC17%
  • JAMES R NELLIGAN & ASSOCIATES LLC14%
  • CBIZ BENEFITS & INSURANCE SERVICES8%
  • +3 more
Total $223K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WALSH UNIVERSITY RETIREMENT PLAN

403b

Assets$60.7M
Participants690
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WALSH UNIVERSITY WELFARE AND FRINGE BENEFIT PLAN

Fully Insured - AULTCARE INSURANCE COMPANY

Premiums$3.0M
Covered lives492
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WALSH UNIVERSITY RETIREMENT PLAN403b$60.7M6902025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WALSH UNIVERSITY WELFARE AND FRINGE BENEFIT PLANFully InsuredAULTCARE INSURANCE COMPANY$3.0M4922025
Retirement plans
Welfare plans
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