Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$741K
- Dental$666K
- Life$666K
- Short-term disability$666K
- Long-term disability$666K
Sponsor portfolioTH
WOFFORD COLLEGE
EIN 57-0314422higher educationLatest filing 2025
Plans
2
Retirement
1
$108.6M assets
Welfare
1
$741K premiums
Participants
1,349
429 NORTH CHURCH ST - SPARTANBURG, SC 29303864-597-4230wofford.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $741K premiums / 527 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- SUN LIFE ASSURANCE COMPANY OF CANADA90%
- UNUM LIFE INSURANCE COMPANY OF AMERICA10%
Broker market share
Schedule A broker compensation
63%top
- USI INSURANCE SERVICES LLC63%
- NATIONAL ENROLLMENT PARTNERS GENERA18%
- AP BENEFIT ADVISORS, LLC12%
- SHEALY BENEFITS SERVICES INC7%
- NATIONAL ENROLLMENT PARTNERS LLC-1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WOFFORD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN
403b
Assets$108.6M
Participants822
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508
WOFFORD COLLEGE HEALTH AND WELFARE BENEFITS PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$741K
Covered lives527
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WOFFORD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | 403b | $108.6M | 822 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 508 | WOFFORD COLLEGE HEALTH AND WELFARE BENEFITS PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $741K | 527 | 2025 |
Retirement plans
Welfare plans