PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. WASHINGTON AND LEE UNIVERSITY
Sponsor portfolio

WASHINGTON AND LEE UNIVERSITY

EIN 54-0505977-higher education-Latest filing 2025
Plans
3
Retirement
1
$436.9M assets
Welfare
2
$513K premiums
Participants
3,505
204 WEST WASHINGTON STREET - LEXINGTON, VA 24450540-458-8920wlu.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
3 filings
#001403b-$436.9M - 2,101 part#510Mixed-$513K - 975 lives#509Self Funded-0 lives

Benefits portfolio analytics

2 plans / $513K premiums / 975 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$502K
  • Long-term disability$502K
  • Vision$11K
Total $513K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA98%
  • UNIMERICA INSURANCE COMPANY2%
Total $513K2 slices

Broker market share

Schedule A broker compensation

Split broker
53%top
  • ROBERT G. RELPH AGENCY, INC.53%
  • GCG FINANCIAL LLC47%
Total $55K2 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

WASHINGTON AND LEE UNIVERSITY DEFINED CONTRIBUTION PLAN

403b

Assets$436.9M
Participants2,101
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

WASHINGTON AND LEE UNIVERSITY HEALTH AND WELFARE PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$513K
Covered lives975
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

WASHINGTON AND LEE UNIVERSITY RETIREE HEALTH PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WASHINGTON AND LEE UNIVERSITY DEFINED CONTRIBUTION PLAN403b$436.9M2,1012024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
510WASHINGTON AND LEE UNIVERSITY HEALTH AND WELFARE PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$513K9752025
509WASHINGTON AND LEE UNIVERSITY RETIREE HEALTH PLANSelf Funded-$002024
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