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  2. THE GEORGE WASHINGTON UNIVERSITY
Sponsor portfolioTH

THE GEORGE WASHINGTON UNIVERSITY

EIN 53-0196584-Educational Services-Latest filing 2024
Plans
5
Retirement
2
$3.10B assets
Welfare
3
$10.4M premiums
Participants
35,705
44983 KNOLL SQUARE, SUITE 391 - ASHBURN, VA 20147571-553-8324
Plans on this EIN
5 filings
#003403b-$1.65B - 15,310 part#001MoneyPurchase-$1.45B - 13,586 part#508Mixed-$9.3M - 6,606 lives#550Mewa-$738K - 94 lives#509Mixed-$351K - 1,536 lives

Retirement portfolio analytics

2 plans aggregated / $3.10B assets / 28,896 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • SUPPLEMENTAL RETIREMENT PLAN (#003)53%
  • FACULTY AND STAFF (#001)47%
Total $3.10BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SUPPLEMENTAL RETIREMENT PLAN (#003)15,310
  • FACULTY AND STAFF (#001)13,586
Total 28,896Click row to drill in

Benefits portfolio analytics

3 plans / $10.4M premiums / 8,236 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$2.9M
  • Other$2.4M
  • Stop-loss$2.1M
  • Life$2.0M
  • Long-term disability$1.8M
  • Vision$1.1M
  • +3 more
Total $10.4M9 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
38%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY38%
  • AETNA LIFE INSURANCE COMPANY28%
  • RELIASTAR LIFE INSURANCE COMPANY22%
  • UNITEDHEALTHCARE INSURANCE COMPANY7%
  • UNITED HEALTHCARE INSURANCE COMPANY3%
  • +2 more
Total $10.4M7 slices

Broker market share

Schedule A broker compensation

Split broker
31%top
  • BENEFIT ADVISORS SERVICES GROUP LLC31%
  • ALLIANT INSURANCE SERVICES, INC.28%
  • WILLIS TOWERS WATSON US LLC26%
  • GALLAGHER BENEFIT SERVICES, INC.12%
  • AON CONSULTING INC2%
  • +3 more
Total $412K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

THE GEORGE WASHINGTON UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN

403b

Assets$1.65B
Participants15,310
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE GEORGE WASHINGTON UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF

MoneyPurchase

Assets$1.45B
Participants13,586
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

GEORGE WASHINGTON UNIVERSITY HEALTH AND WELFARE BENEFIT PLAN

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$9.3M
Covered lives6,606
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#550

GEORGE WASHINGTON UNIVERSITY POSTDOCTORAL BENEFIT PROGRAM

Mewa - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$738K
Covered lives94
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

GEORGE WASHINGTON UNIVERSITY HEALTH AND WELFARE PLAN FOR RETIREE AND LTD

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$351K
Covered lives1,536
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003THE GEORGE WASHINGTON UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN403b$1.65B15,3102024
001THE GEORGE WASHINGTON UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFFMoneyPurchase$1.45B13,5862024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
508GEORGE WASHINGTON UNIVERSITY HEALTH AND WELFARE BENEFIT PLANMixedAETNA LIFE INSURANCE COMPANY$9.3M6,6062024
550GEORGE WASHINGTON UNIVERSITY POSTDOCTORAL BENEFIT PROGRAMMewaUNITEDHEALTHCARE INSURANCE COMPANY$738K942024
509GEORGE WASHINGTON UNIVERSITY HEALTH AND WELFARE PLAN FOR RETIREE AND LTDMixedAETNA LIFE INSURANCE COMPANY$351K1,5362024
Retirement plans
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