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  2. WVU HEALTH SYSTEM
Sponsor portfolio

WVU HEALTH SYSTEM

EIN 55-0492006-Health Care and Social Assistance-Latest filing 2024
Plans
3
Retirement
2
$720.1M assets
Welfare
1
$67K premiums
Participants
7,673
3040 UNIVERSITY AVE - MORGANTOWN, WV 26505304-598-4000
Plans on this EIN
3 filings
#004MoneyPurchase-$392.4M - 2,870 part#003403b-$327.7M - 2,694 part#503Mixed-$67K - 1,179 lives

Retirement portfolio analytics

2 plans aggregated / $720.1M assets / 5,564 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • CORPORATION RETIREMENT PLAN (#004)54%
  • MEDICAL CORPORATION 403(B) (#003)46%
Total $720.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CORPORATION RETIREMENT PLAN (#004)2,870
  • MEDICAL CORPORATION 403(B) (#003)2,694
Total 5,564Click row to drill in

Benefits portfolio analytics

1 plan / $67K premiums / 1,179 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • METROPOLITAN LIFE INSURANCE COMPANY100%
Total $67K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN

MoneyPurchase

Assets$392.4M
Participants2,870
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION 403(B) PLAN

403b

Assets$327.7M
Participants2,694
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

BENEFIT PLAN FOR EMPLOYEES OF WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$67K
Covered lives1,179
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLANMoneyPurchase$392.4M2,8702024
003WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION 403(B) PLAN403b$327.7M2,6942024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503BENEFIT PLAN FOR EMPLOYEES OF WEST VIRGINIA UNIVERSITY MEDICAL CORPORATIONMixedMETROPOLITAN LIFE INSURANCE COMPANY$67K1,1792024
Retirement plans
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