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Sponsor portfolio

SOUTHERN WESLEYAN UNIVERSITY

EIN 57-0324936-higher education-Latest filing 2025
Plans
3
Retirement
1
$23.8M assets
Welfare
2
$1.8M premiums
Participants
789
907 WESLYAN DRIVE, PO BOX 1020 - CENTRAL, SC 296301020864-644-5024swu.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
3 filings
#001403b-$23.8M - 459 part#503Fully Insured-$1.6M - 118 lives#501Fully Insured-$184K - 212 lives

Benefits portfolio analytics

2 plans / $1.8M premiums / 330 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Dental$184K
  • Vision$184K
  • Life$184K
  • Short-term disability$184K
  • Long-term disability$184K
Total $1.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • PRINCIPAL LIFE INSURANCE COMPANY10%
Total $1.8M2 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

SOUTHERN WESLEYAN UNIVERSITY DC PLAN

403b

Assets$23.8M
Participants459
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

SOUTHERN WESLEYAN UNIVERSITY HEALTH INSURANCE PLAN

Fully Insured - BLUECHOICE HEALTHPLAN SC

Premiums$1.6M
Covered lives118
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

SOUTHERN WESLEYAN UNIVERSITY LONG-TERM DISABILITY AND WELFARE INSURANCE PLANS

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$184K
Covered lives212
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOUTHERN WESLEYAN UNIVERSITY DC PLAN403b$23.8M4592024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503SOUTHERN WESLEYAN UNIVERSITY HEALTH INSURANCE PLANFully InsuredBLUECHOICE HEALTHPLAN SC$1.6M1182025
501SOUTHERN WESLEYAN UNIVERSITY LONG-TERM DISABILITY AND WELFARE INSURANCE PLANSFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$184K2122025
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