Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
WGU CORPORATION
EIN 84-1383926Educational ServicesLatest filing 2024
Plans
3
Retirement
2
$532.9M assets
Welfare
1
$8.8M premiums
Participants
18,840
4001 SOUTH 700 EAST, SUITE 700 - SALT LAKE CITY, UT 84107801-274-3280
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $532.9M assets / 11,174 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $8.8M premiums / 18,486 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$5.8M
- Life$3.6M
- Long-term disability$948K
- Vision$694K
- Dental$181K
- Health$25K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
41%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY41%
- SPRING HEALTH20%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY18%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY11%
- FIDELITY SECURITY LIFE INSURANCE COMPANY8%
- +2 more
Broker market share
Schedule A broker compensation
98%top
- MERCER HEALTH AND BENEFITS, LLC98%
- GBS BENEFITS INC2%
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$8.8M
Covered lives18,486
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WGU RETIREMENT SAVINGS PLAN | 403b | $532.7M | 11,166 | 2024 | |
| 002 | WESTERN GOVERNORS UNIVERSITY 401(K) PLAN | 401k | $171K | 8 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WESTERN GOVERNORS UNIVERSITY CAFETERIA PLAN | Mixed | RELIANCE STANDARD LIFE INSURANCE COMPANY | $8.8M | 18,486 | 2024 |
Retirement plans
Welfare plans