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Sponsor portfolio

TEXAS WESLEYAN UNIVERSITY

EIN 75-0800691-higher education-Latest filing 2025
Plans
3
Retirement
2
$60.0M assets
Welfare
1
$3.1M premiums
Participants
1,552
1201 WESLEYAN STREET - FORT WORTH, TX 761051536817-531-4443txwes.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
3 filings
#002403b-$38.5M - 690 part#003401k-$21.5M - 547 part#502Mixed-$3.1M - 314 lives

Retirement portfolio analytics

2 plans aggregated / $60.0M assets / 1,237 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • WESLEYAN UNIVERSITY 403(B) (#002)64%
  • UNIVERSITY 401(A) PLAN (#003)36%
Total $60.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • TIAA100%
Total $60.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • WESLEYAN UNIVERSITY 403(B) (#002)690
  • UNIVERSITY 401(A) PLAN (#003)547
Total 1,237Click row to drill in

Benefits portfolio analytics

1 plan / $3.1M premiums / 314 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Other$149K
  • Life$104K
  • Long-term disability$104K
  • Dental$60K
  • Vision$17K
Total $3.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • DEARBORN LIFE INSURANCE COMPANY3%
  • DELTA DENTAL OF CALIFORNIA2%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
  • SURENCY LIFE AND HEALTH1%
  • +3 more
Total $3.1M8 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • THE BENEFIT COMPANY INC52%
  • MARSH & MCLENNAN AGENCY LLC41%
  • MCGRIFF INSURANCE SERVICES INC7%
Total $7K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

TEXAS WESLEYAN UNIVERSITY 403(B) PLAN

403b

Assets$38.5M
Participants690
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

TEXAS WESLEYAN UNIVERSITY 401(A) PLAN

401k

Assets$21.5M
Participants547
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

TEXAS WESLEYAN UNIVERSITY HEALTH AND WELFARE PLAN

Mixed - BLUECROSS BLUESHIELD OF TEXAS

Premiums$3.1M
Covered lives314
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TEXAS WESLEYAN UNIVERSITY 403(B) PLAN403b$38.5M6902024
003TEXAS WESLEYAN UNIVERSITY 401(A) PLAN401k$21.5M5472024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502TEXAS WESLEYAN UNIVERSITY HEALTH AND WELFARE PLANMixedBLUECROSS BLUESHIELD OF TEXAS$3.1M3142025
Retirement plans
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