Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
UMASS GLOBAL
EIN 26-0152908Latest filing 2025
Plans
3
Retirement
2
$66.9M assets
Welfare
1
$6.7M premiums
Participants
2,746
65 ENTERPRISE STE 150 - ALISO VIEJO, CA 92656949-383-3615
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $66.9M assets / 2,366 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
- TIAA100%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $6.7M premiums / 425 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.4M
- Prescription drug$6.4M
- Life$149K
- Other$136K
- Long-term disability$32K
- Dental$20K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
76%top
- CALIFORNIA PHYSICIANS SERVICE76%
- KAISER FOUNDATION HEALTH PLAN INC20%
- UNITED OF OMAHA LIFE INSURANCE COMPANY4%
- DELTA DENTAL OF CALIFORNIA0%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
- +1 more
Broker market share
Schedule A broker compensation
97%top
- ALLIANT INSURANCE SERVICES, INC.97%
- TIM H. RENNER2%
- THE AGURS GROUP INC.1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
UNIVERSITY OF MASSACHUSETTS GLOBAL 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN
403b
Assets$44.9M
Participants1,843
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
UNIVERSITY OF MASSACHUSETTS GLOBAL DEFINED CONTRIBUTION RETIREMENT PLAN
OtherDC
Assets$22.0M
Participants523
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
UMASS GLOBAL HEALTH & WELFARE PLAN
Mixed - CALIFORNIA PHYSICIANS' SERVICE
Premiums$6.7M
Covered lives425
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UNIVERSITY OF MASSACHUSETTS GLOBAL 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN | 403b | $44.9M | 1,843 | 2024 | |
| 002 | UNIVERSITY OF MASSACHUSETTS GLOBAL DEFINED CONTRIBUTION RETIREMENT PLAN | OtherDC | $22.0M | 523 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UMASS GLOBAL HEALTH & WELFARE PLAN | Mixed | CALIFORNIA PHYSICIANS' SERVICE | $6.7M | 425 | 2025 |
Retirement plans
Welfare plans