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Sponsor portfolioTH

WAKE FOREST UNIVERSITY

EIN 56-0532138-higher education-Latest filing 2025
Plans
3
Retirement
1
$889.4M assets
Welfare
2
$4.3M premiums
Participants
8,858
1834 WAKE FOREST ROAD - WINSTON-SALEM, NC 27109336-758-4700wfu.eduLinkedIn1001-5000 employeeshigher education
Plans on this EIN
3 filings
#001403b-$889.4M - 5,589 part#501Mixed-$4.3M - 5,117 lives#516Self Funded-0 lives

Benefits portfolio analytics

2 plans / $4.3M premiums / 5,117 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$2.2M
  • Other$1.8M
  • Life$1.3M
  • Long-term disability$1.2M
  • Vision$212K
Total $4.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • METROPOLITAN LIFE INSURANCE COMPANY56%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA29%
  • GENWORTH LIFE INSURANCE COMPANY6%
  • JOHN HANCOCK LIFE INSURANCE COMPANY5%
  • ARAG INSURANCE COMPANY3%
  • +1 more
Total $4.3M6 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • GALLAGHER BENEFIT SERVICES, INC.56%
  • AFFINITY LTC, LLC42%
  • MERCER HEALTH AND BENEFITS, LLC3%
Total $45K3 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

WAKE FOREST UNIVERSITY RETIREMENT PLAN

403b

Assets$889.4M
Participants5,589
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WAKE FOREST UNIVERSITY HEALTH AND WELFARE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$4.3M
Covered lives5,117
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#516

WAKE FOREST UNIVERSITY RETIREE WELFARE BENEFIT PROGRAM

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WAKE FOREST UNIVERSITY RETIREMENT PLAN403b$889.4M5,5892024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WAKE FOREST UNIVERSITY HEALTH AND WELFARE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$4.3M5,1172025
516WAKE FOREST UNIVERSITY RETIREE WELFARE BENEFIT PROGRAMSelf Funded-$002025
Retirement plans
Welfare plans
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