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  2. WVU HEALTH SYSTEM
Sponsor portfolioTH

WVU HEALTH SYSTEM

EIN 55-0754713-Health Care and Social Assistance-Latest filing 2024
Plans
3
Retirement
2
$2.01B assets
Welfare
1
$2.4M premiums
Participants
77,862
3040 UNIVERSITY AVE - MORGANTOWN, WV 26505304-598-4000
Plans on this EIN
3 filings
#001403b-$1.75B - 39,825 part#002401k-$255.4M - 5,415 part#501Mixed-$2.4M - 42,124 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 / $2.4M premiums / 42,124 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$2.4M
  • Other$104
Total $2.4M2 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • METROPOLITAN LIFE INSURANCE COMPANY100%
  • AETNA LIFE INSURANCE COMPANY0%
Total $2.4M2 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 - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$2.4M
Covered lives42,124
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 PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$2.4M42,1242024
Retirement plans
Welfare plans
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