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  2. Texas Wesleyan University
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Texas Wesleyan University

EIN 75-0800691-higher education-Latest filing 2025
Plans
3
Retirement
2
$67.2M assets
Health & Benefits
1
$3.1M premiums
Participants
1,465
1201 WESLEYAN STREET - FORT WORTH, TX 761051536817-531-4443txwes.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
3 filings
#002403(b)-$42.3M - 652 part#003401(k)-$24.9M - 498 part#502Mixed-$3.1M - 314 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $67.2M assets / 1,150 participants

Assets by plan

Share of aggregate retirement assets

  • WESLEYAN UNIVERSITY 403(B) (#002)$42.3M
  • UNIVERSITY 401(A) PLAN (#003)$24.9M
Total $67.2MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • TIAA$67.2M
Total $67.2MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • WESLEYAN UNIVERSITY 403(B) (#002)652
  • UNIVERSITY 401(A) PLAN (#003)498
Total 1,150Select a row to open it

Benefits portfolio analytics

1 plan / $3.1M premiums / 314 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Other$155K
  • Life$98K
  • Long-term disability$98K
  • Dental$68K
  • Vision$18K
Total $3.0M6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

TEXAS WESLEYAN UNIVERSITY 403(B) PLAN

403(b)

Assets$42.3M
Participants652
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

TEXAS WESLEYAN UNIVERSITY 401(A) PLAN

401(k)

Assets$24.9M
Participants498
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

TEXAS WESLEYAN UNIVERSITY HEALTH AND WELFARE PLAN

Mixed - BLUECROSS BLUESHIELD OF TEXAS

Premiums$3.1M
Covered lives314
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002TEXAS WESLEYAN UNIVERSITY 403(B) PLAN403(b)$42.3M6522025
#003TEXAS WESLEYAN UNIVERSITY 401(A) PLAN401(k)$24.9M4982025
  • TEXAS WESLEYAN UNIVERSITY 403(B) PLAN$42.3M
    #002 · 403(b) · 2025652
  • TEXAS WESLEYAN UNIVERSITY 401(A) PLAN$24.9M
    #003 · 401(k) · 2025498

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502TEXAS WESLEYAN UNIVERSITY HEALTH AND WELFARE PLANMixedBLUECROSS BLUESHIELD OF TEXAS$3.1M3142025
  • TEXAS WESLEYAN UNIVERSITY HEALTH AND WELFARE PLAN$3.1M
    #502 · Mixed · BLUECROSS BLUESHIELD OF TEXAS · 2025314
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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