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  2. BOARD OF TRUSTEES OF WHITMAN COLLEGE
Sponsor portfolioTH

BOARD OF TRUSTEES OF WHITMAN COLLEGE

EIN 91-0567740-Educational Services-Latest filing 2025
Plans
3
Retirement
1
$228.2M assets
Welfare
2
$180K premiums
Participants
3,301
345 BOYER AVENUE - WALLA WALLA, WA 99362509-527-4936
Plans on this EIN
3 filings
#001403b-$228.2M - 2,225 part#501Mixed-$178K - 515 lives#504Mixed-$2K - 579 lives

Benefits portfolio analytics

2 plans / $180K premiums / 1,094 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$178K
  • Life$165K
  • Long-term disability$165K
Total $178K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY93%
  • CANOPY7%
Total $178K2 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • PARKER SMITH & FEEK INC.84%
  • WATCHTOWER TECHNOLOGIES INC16%
Total $15K2 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

WHITMAN COLLEGE RETIREMENT PLAN

403b

Assets$228.2M
Participants2,225
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GROUP PLAN FOR ALL ELEGIBLE EMPLOYEES OF WHITMAN COLLEGE

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$178K
Covered lives515
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

EMPLOYEE TRAVEL ACCIDENT POLICY OF WHITMAN COLLEGE

Mixed - NATIONAL UNION

Premiums$2K
Covered lives579
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WHITMAN COLLEGE RETIREMENT PLAN403b$228.2M2,2252025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GROUP PLAN FOR ALL ELEGIBLE EMPLOYEES OF WHITMAN COLLEGEMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$178K5152025
504EMPLOYEE TRAVEL ACCIDENT POLICY OF WHITMAN COLLEGEMixedNATIONAL UNION$2K5792024
Retirement plans
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