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Sponsor portfolio

WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT

EIN 55-0779739-medical practice-Latest filing 2024
Plans
3
Retirement
2
$99.5M assets
Welfare
1
$343K premiums
Participants
739
3110 MACCORKLE AVENUE, SE - CHARLESTON, WV 253041210304-347-1297wvupc.comLinkedIn201-500 employeesmedical practice
Plans on this EIN
3 filings
#001ProfitSharing-$65.2M - 413 part#002403b-$34.2M - 223 part#501Fully Insured-$343K - 103 lives

Retirement portfolio analytics

2 plans aggregated / $99.5M assets / 636 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • DIVISION RETIREMENT PLAN (#001)66%
  • DIVISION RETIREMENT PLAN (#002)34%
Total $99.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DIVISION RETIREMENT PLAN (#001)413
  • DIVISION RETIREMENT PLAN (#002)223
Total 636Click row to drill in

Benefits portfolio analytics

1 plan / $343K premiums / 103 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$343K
  • Long-term disability$343K
Total $343K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Total $343K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $50K1 slice

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 MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN

ProfitSharing

Assets$65.2M
Participants413
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN

403b

Assets$34.2M
Participants223
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WVUPC WELFARE BENEFIT PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$343K
Covered lives103
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLANProfitSharing$65.2M4132024
002WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN403b$34.2M2232024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WVUPC WELFARE BENEFIT PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$343K1032024
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