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Sponsor portfolioTH

WESTERN GOVERNORS UNIVERSITY

EIN 84-1383926-Latest filing 2025
Plans
3
Retirement
2
$532.9M assets
Welfare
1
$10.4M premiums
Participants
19,516
4001 SOUTH 700 EAST SUITE 700 - SALT LAKE CITY, UT 84107801-274-3280
Plans on this EIN
3 filings
#001403b-$532.7M - 11,166 part#002401k-$171K - 8 part#501Mixed-$10.4M - 13,240 lives

Retirement portfolio analytics

2 plans aggregated / $532.9M assets / 11,174 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • WGU RETIREMENT Savings (#001)100%
  • GOVERNORS UNIVERSITY 401(K) (#002)0%
Total $532.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • WGU RETIREMENT Savings (#001)11,166
  • GOVERNORS UNIVERSITY 401(K) (#002)8
Total 11,174Click row to drill in

Benefits portfolio analytics

1 plan / $10.4M premiums / 13,240 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$6.6M
  • Life$4.6M
  • Long-term disability$1.1M
  • Vision$751K
  • Dental$181K
  • Health$36K
  • +1 more
Total $10.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY45%
  • SPRING HEALTH18%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY16%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY10%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY7%
  • +3 more
Total $10.4M8 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • MERCER HEALTH AND BENEFITS, LLC98%
  • GBS BENEFITS INC2%
Total $853K2 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

WGU RETIREMENT SAVINGS PLAN

403b

Assets$532.7M
Participants11,166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WESTERN GOVERNORS UNIVERSITY 401(K) PLAN

401k

Assets$171K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WESTERN GOVERNORS UNIVERSITY CAFETERIA PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$10.4M
Covered lives13,240
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WGU RETIREMENT SAVINGS PLAN403b$532.7M11,1662024
002WESTERN GOVERNORS UNIVERSITY 401(K) PLAN401k$171K82024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WESTERN GOVERNORS UNIVERSITY CAFETERIA PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$10.4M13,2402025
Retirement plans
Welfare plans
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