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Sponsor portfolioWelfare / HealthEIN 54-0505977

WASHINGTON AND LEE UNIVERSITY

204 WEST WASHINGTON STREET · LEXINGTON, VA 24450
5404588923
Plans filed
2
Years active
2015–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$513K
No prior year
Persons covered
975
No prior year
Total participants
1,445
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #510$513K
WASHINGTON AND LEE UNIVERSITY HEALTH AND WELFARE PLAN
Mixed975 covered·2 carriers
Primary: PRUDENTIAL INSURANCE COMPANY OF AMERICA
Plan #509$0
WASHINGTON AND LEE UNIVERSITY RETIREE HEALTH PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$502K49.5%
Long-term disability$502K49.5%
Vision$11K1.1%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
PRUDENTIAL INSURANCE COMPANY OF AMERICA
EIN 221211670
LLTD
$502K97.8%11814
UNIMERICA INSURANCE COMPANY
EIN 520913817
V
$11K2.2%11975

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ROBERT G. RELPH AGENCY, INC.ROCHESTER, NYPRUDENTIAL INSURANCE COMPANY OF AMERICA$29K$0$29K53.5%1
GCG FINANCIAL LLCDEERFIELD, ILPRUDENTIAL INSURANCE COMPANY OF AMERICA$26K$0$26K46.5%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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