Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Prescription drug$1.3M
- Dental$81K
- Life$25K
- Other$25K
- Short-term disability$21K
- +1 more
Sponsor portfolio
WILLIAM PENN UNIVERSITY
EIN 42-0707120higher educationLatest filing 2025
Plans
2
Retirement
1
$28.2M assets
Welfare
1
$1.5M premiums
Participants
554
201 TRUEBLOOD AVE - OSKALOOSA, IA 52577641-673-1001wmpenn.eduLinkedIn51-200 employeeshigher education
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.5M premiums / 141 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- BLUE CROSS OF CALIFORNIA90%
- DELTA DENTAL OF CALIFORNIA6%
- UNITED OF OMAHA LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
89%top
- USI INSURANCE SERVICES LLC89%
- GIS BENEFITS INC10%
- IA SCHOOLS EMPL BENEFITS ASSOC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WILLIAM PENN UNIVERSITY 403(B) DC PLAN
403b
Assets$28.2M
Participants413
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WILLIAM PENN UNIVERSITY HEALTH AND WELFARE PLAN
Fully Insured - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA
Premiums$1.5M
Covered lives141
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WILLIAM PENN UNIVERSITY 403(B) DC PLAN | 403b | $28.2M | 413 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WILLIAM PENN UNIVERSITY HEALTH AND WELFARE PLAN | Fully Insured | WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA | $1.5M | 141 | 2025 |
Retirement plans
Welfare plans