PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. MIDWESTERN UNIVERSITY
Sponsor portfolio

MIDWESTERN UNIVERSITY

EIN 36-3377698-higher education-Latest filing 2024
Plans
2
Retirement
1
$507.7M assets
Welfare
1
$1.8M premiums
Participants
4,550
555 31ST STREET - DOWNERS GROVE, IL 60515630-515-6119midwestern.eduLinkedIn1001-5000 employeeshigher education
Plans on this EIN
2 filings
#002403b-$507.7M - 2,828 part#504Mixed-$1.8M - 3,412 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 3,412 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.1M
  • Life$847K
  • Long-term disability$544K
  • Vision$191K
Total $1.8M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • METROPOLITAN LIFE INSURANCE COMPANY47%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA30%
  • SPRING HEALTH13%
  • EYEMED VISION CARE11%
Total $1.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • WILLIS TOWERS WATSON US LLC84%
  • PLANSOURCE BENEFITS ADMINISTRATION13%
  • MARSH & MCLENNAN AGENCY LLC3%
Total $15K3 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

MIDWESTERN UNIVERSITY RETIREMENT PLAN

403b

Assets$507.7M
Participants2,828
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

MIDWESTERN UNIVERSITY WELFARE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$1.8M
Covered lives3,412
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MIDWESTERN UNIVERSITY RETIREMENT PLAN403b$507.7M2,8282024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504MIDWESTERN UNIVERSITY WELFARE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$1.8M3,4122024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, 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
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica