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Sponsor portfolio

WEST VIRGINIA UNIVERSITY RESEARCH CORP.

EIN 55-0665758-research-Latest filing 2025
Plans
2
Retirement
1
$46.5M assets
Welfare
1
$8.5M premiums
Participants
1,866
P.O. BOX 6221 - MORGANTOWN, WV 265066221304-293-8704brni.orgLinkedIn11-50 employeesresearch
Plans on this EIN
2 filings
#001403b-$46.5M - 1,400 part#501Fully Insured-$8.5M - 787 lives

Benefits portfolio analytics

1 plan / $8.5M premiums / 787 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.9M
  • Dental$627K
  • Vision$627K
  • Life$627K
  • Short-term disability$627K
  • Long-term disability$627K
  • +1 more
Total $8.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • PRINCIPAL LIFE INSURANCE COMPANY7%
Total $8.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
50%top
  • PAUL WHITE50%
  • ASSUREDPARTNERS40%
  • HKG INSURANCE SOLUTIONS LLC10%
Total $131K3 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

WEST VIRGINIA UNIVERSITY RESEARCH CORPORATION 403B DEFINED CONTRIBUTION PLAN

403b

Assets$46.5M
Participants1,400
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WEST VIRGINIA UNIVERSITY RESEARCH CORPORATION EMPLOYEE BENEFITS PLAN

Fully Insured - HIGHMARK BLUE CROSS BLUE SHIELD WEST VIRGINIA

Premiums$8.5M
Covered lives787
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WEST VIRGINIA UNIVERSITY RESEARCH CORPORATION 403B DEFINED CONTRIBUTION PLAN403b$46.5M1,4002025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WEST VIRGINIA UNIVERSITY RESEARCH CORPORATION EMPLOYEE BENEFITS PLANFully InsuredHIGHMARK BLUE CROSS BLUE SHIELD WEST VIRGINIA$8.5M7872025
Retirement plans
Welfare plans
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