Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
3 plans aggregated / $128.2M assets / 1,422 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $4.5M premiums / 272 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
403(b)
Money purchase
Traditional DB
Fully insured - ANTHEM BLUE CROSS AND BLUE SHIELD
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CAMBRIDGE UNIVERSITY PRESS TAX DEFERRED ANNUITY PLAN | 403(b) | $56.4M | 620 | 2025 |
| #004 | CAMBRIDGE UNIVERSITY PRESS RETIREMENT PLAN | Money purchase | $43.8M | 660 | 2025 |
| #005 | CAMBRIDGE UNIVERSITY DEFINED BENEFIT PENSION PLAN | Traditional DB | $27.9M | 142 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CAMBRIDGE UNIVERSITY PRESS EMPLOYEE MEDICAL PLAN | Fully insured | ANTHEM BLUE CROSS AND BLUE SHIELD | $4.5M | 272 | 2025 |