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  2. TENNESSEE WESLEYAN UNIVERSITY
Sponsor portfolio

TENNESSEE WESLEYAN UNIVERSITY

EIN 62-0476661-Latest filing 2025
Plans
2
Retirement
1
$14.8M assets
Welfare
1
$231K premiums
Participants
467
204 E COLLEGE ST - ATHENS, TN 37303423-746-5208
Plans on this EIN
2 filings
#001ProfitSharing-$14.8M - 343 part#502Mixed-$231K - 124 lives

Benefits portfolio analytics

1 plan / $231K premiums / 124 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$231K
  • Dental$231K
  • Vision$231K
  • Other$231K
Total $231K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SKYWARD100%
Total $231K1 slice

Broker market share

Schedule A broker compensation

Split broker
75%top
  • UMR, INC.75%
  • P & C RISK SERVICES LLC D.B.A ATHEN25%
Total $131K2 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

TENNESSEE WESLEYAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

ProfitSharing

Assets$14.8M
Participants343
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

TENNESSEE WESLEYAN COLLEGE CAFETERIA PLAN

Mixed - SKYWARD INSURANCE

Premiums$231K
Covered lives124
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TENNESSEE WESLEYAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLANProfitSharing$14.8M3432024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502TENNESSEE WESLEYAN COLLEGE CAFETERIA PLANMixedSKYWARD INSURANCE$231K1242025
Retirement plans
Welfare plans
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