Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$7.1M
- Other$446K
- Life$440K
- Short-term disability$440K
- Long-term disability$440K
- Dental$166K
Sponsor portfolioTH
WILLAMETTE UNIVERSITY
EIN 93-0386972higher educationLatest filing 2025
Plans
2
Retirement
1
$211.9M assets
Welfare
1
$7.7M premiums
Participants
2,217
900 STATE ST - SALEM, OR 973013922503-370-6210willamette.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $7.7M premiums / 795 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- KAISER FOUNDATION HEALTH PLAN INC92%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
- STANDARD INSURANCE COMPANY2%
- ACE AMERICAN INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
96%top
- PCF INSURANCE SERVICES OF THE WEST96%
- TRUCORDIA INSURANCE SERVICES LLC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
403b
Assets$211.9M
Participants1,632
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#512
WILLAMETTE UNIVERSITY CONSOLIDATED WELFARE BENEFITS PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST
Premiums$7.7M
Covered lives795
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | 403b | $211.9M | 1,632 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 512 | WILLAMETTE UNIVERSITY CONSOLIDATED WELFARE BENEFITS PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $7.7M | 795 | 2025 |
Retirement plans
Welfare plans