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  2. WEST VIRGINIA UNITED HEALTH SYSTEM
Sponsor portfolioTH

WEST VIRGINIA UNITED HEALTH SYSTEM

EIN 55-0754713-Latest filing 2025
Plans
3
Retirement
2
$2.01B assets
Welfare
1
$5.7M premiums
Participants
80,360
3040 UNIVERSITY AVENUE - MORGANTOWN, WV 26506304-285-3064
Plans on this EIN
3 filings
#001403b-$1.75B - 39,825 part#002401k-$255.4M - 5,415 part#501Mixed-$5.7M - 22,653 lives

Retirement portfolio analytics

2 plans aggregated / $2.01B assets / 45,240 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • 403(B) RETIREMENT Savings (#001)87%
  • HEALTH SYSTEM 401(K) (#002)13%
Total $2.01BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403(B) RETIREMENT Savings (#001)39,825
  • HEALTH SYSTEM 401(K) (#002)5,415
Total 45,240Click row to drill in

Benefits portfolio analytics

1 plan / $5.7M premiums / 22,653 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$3.1M
  • Other$2.7M
  • Health$140
Total $5.7M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • VISION SERVICE PLAN53%
  • SECURIAN LIFE INSURANCE COMPANY43%
  • LEGALPLANS, USA3%
  • AETNA LIFE INSURANCE COMPANY0%
Total $5.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • AON CONSULTING INC92%
  • ALLIANT INSURANCE SERVICES, INC.8%
Total $2.0M2 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 HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN

403b

Assets$1.75B
Participants39,825
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 401(K) PLAN

401k

Assets$255.4M
Participants5,415
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WEST VIRGINIA UNITED HEALTH SYSTEM BENEFITS PLAN

Mixed - VISION SERVICE PLAN

Premiums$5.7M
Covered lives22,653
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN403b$1.75B39,8252024
002WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 401(K) PLAN401k$255.4M5,4152024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WEST VIRGINIA UNITED HEALTH SYSTEM BENEFITS PLANMixedVISION SERVICE PLAN$5.7M22,6532025
Retirement plans
Welfare plans
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