Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $111.9M assets / 597 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $343K premiums / 103 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Profit-sharing
403(b)
Fully insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN | Profit-sharing | $73.5M | 389 | 2025 |
| #002 | WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN | 403(b) | $38.4M | 208 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | WVUPC WELFARE BENEFIT PLAN | Fully insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $343K | 103 | 2024 |