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Sponsor portfolioTH

THE J. DAVID GLADSTONE INSTITUTES

EIN 23-7203666-Latest filing 2025
Plans
5
Retirement
3
$168.6M assets
Welfare
2
$3.5M premiums
Participants
2,733
1650 OWENS STREET - SAN FRANCISCO, CA 94158415-734-2017
Plans on this EIN
5 filings
#001MoneyPurchase-$103.9M - 952 part#003403b-$62.7M - 935 part#002403b-$2.0M - 240 part#501Fully Insured-$3.5M - 863 lives#502Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $168.6M assets / 2,127 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • MONEY PURCHASE PENSION (#001)62%
  • 403(B) TDA PLAN (#003)37%
  • PLAN AND TRUST (#002)1%
Total $168.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • TIAA100%
Total $168.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MONEY PURCHASE PENSION (#001)952
  • 403(B) TDA PLAN (#003)935
  • PLAN AND TRUST (#002)240
Total 2,127Click row to drill in

Benefits portfolio analytics

2 plans / $3.5M premiums / 863 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Prescription drug$2.6M
  • Dental$590K
  • Other$222K
  • Life$202K
  • Long-term disability$202K
  • +1 more
Total $3.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • KAISER FOUNDATION HEALTH PLAN INC74%
  • METROPOLITAN LIFE INSURANCE COMPANY17%
  • STANDARD INSURANCE COMPANY6%
  • VISION SERVICE PLAN3%
  • MAGELLAN HEALTHCARE1%
Total $3.5M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $161K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLAN

MoneyPurchase

Assets$103.9M
Participants952
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

THE J. DAVID GLADSTONE INSTITUTES 403(B) TDA PLAN

403b

Assets$62.7M
Participants935
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE J. DAVID GLADSTONE INSTITUTES POSTDOCTORAL PROFIT SHARING PLAN AND TRUST

403b

Assets$2.0M
Participants240
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE J. DAVID GLADSTONE HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$3.5M
Covered lives863
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

GLADSTONE INSTITUTES RETIREMENT HEALTHCARE SAVINGS PROGRAM

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLANMoneyPurchase$103.9M9522024
003THE J. DAVID GLADSTONE INSTITUTES 403(B) TDA PLAN403b$62.7M9352024
002THE J. DAVID GLADSTONE INSTITUTES POSTDOCTORAL PROFIT SHARING PLAN AND TRUST403b$2.0M2402024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE J. DAVID GLADSTONE HEALTH AND WELFARE BENEFITS PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$3.5M8632025
502GLADSTONE INSTITUTES RETIREMENT HEALTHCARE SAVINGS PROGRAMSelf Funded-$002024
Retirement plans
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