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Sponsor portfolioTH

WINGATE UNIVERSITY

EIN 56-6049935-higher education-Latest filing 2025
Plans
2
Retirement
1
$97.0M assets
Welfare
1
$6.1M premiums
Participants
1,334
PO BOX 159 - WINGATE, NC 281740159704-233-8318wingate.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
2 filings
#004403b-$97.0M - 823 part#504Fully Insured-$6.1M - 730 lives

Benefits portfolio analytics

1 plan / $6.1M premiums / 730 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.6M
  • Prescription drug$5.6M
  • Dental$330K
  • Other$144K
  • Life$86K
  • Long-term disability$86K
  • +1 more
Total $6.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • DELTA DENTAL OF CALIFORNIA5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • EYEMED VISION CARE1%
  • MCLAUGHLIN YOUNG EMPLOYEE SERVICES, INC.0%
Total $6.1M5 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • PAUL BRUNO72%
  • LOCKTON COMPANIES, LLC28%
Total $75K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

WINGATE UNIVERSITY RETIREMENT PLAN

403b

Assets$97.0M
Participants823
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

WINGATE UNIVERSITY HEALTH & WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$6.1M
Covered lives730
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004WINGATE UNIVERSITY RETIREMENT PLAN403b$97.0M8232024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504WINGATE UNIVERSITY HEALTH & WELFARE BENEFIT PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$6.1M7302025
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