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  2. WESTERN MICHIGAN UNIVERSITY HOMER STRYKER M.D. SCHOOL OF MEDICINE
Sponsor portfolioTH

WESTERN MICHIGAN UNIVERSITY HOMER STRYKER M.D. SCHOOL OF MEDICINE

EIN 45-4135256-higher education-Latest filing 2025
Plans
3
Retirement
2
$91.0M assets
Welfare
1
$7.7M premiums
Participants
2,462
1000 OAKLAND DRIVE - KALAMAZOO, MI 49008269-337-4400wmed.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
3 filings
#002403b-$59.1M - 730 part#001ProfitSharing-$31.9M - 1,049 part#512Mixed-$7.7M - 1,126 lives

Retirement portfolio analytics

2 plans aggregated / $91.0M assets / 1,779 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • OF MEDICINE 403(B) (#002)65%
  • EMPLOYEES' RETIREMENT PLAN (#001)35%
Total $91.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
65%top
  • (Not disclosed)65%
  • GREENLEAF TRUST35%
Total $91.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES' RETIREMENT PLAN (#001)1,049
  • OF MEDICINE 403(B) (#002)730
Total 1,779Click row to drill in

Benefits portfolio analytics

1 plan / $7.7M premiums / 1,126 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.3M
  • Dental$6.8M
  • Other$226K
  • Life$179K
  • Long-term disability$69K
  • Vision$62K
Total $7.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • UNITEDHEALTHCARE INSURANCE COMPANY7%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • EYEMED VISION CARE1%
Total $7.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • SUSAN L CULHANE82%
  • THE NULTY AGENCY INC.15%
  • CENTRO BENEFITS RESEARCH LLC3%
Total $730K3 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

WESTERN MICHIGAN UNIVERSITY HOMER STRYKER M.D. SCHOOL OF MEDICINE 403(B) PLAN

403b

Assets$59.1M
Participants730
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLAN

ProfitSharing

Assets$31.9M
Participants1,049
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#512

WESTERN MICHIGAN UNIVERSITY SCHOOL OF MEDICINE ERISA HEALTHCARE PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MICHIGAN

Premiums$7.7M
Covered lives1,126
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WESTERN MICHIGAN UNIVERSITY HOMER STRYKER M.D. SCHOOL OF MEDICINE 403(B) PLAN403b$59.1M7302025
001WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE EMPLOYEES' RETIREMENT PLANProfitSharing$31.9M1,0492025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
512WESTERN MICHIGAN UNIVERSITY SCHOOL OF MEDICINE ERISA HEALTHCARE PLANMixedBLUE CROSS BLUE SHIELD OF MICHIGAN$7.7M1,1262025
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