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THE JOHNS HOPKINS UNIVERSITY OFFICE OF BENEFITS SERVICES

EIN 52-0595110-Educational Services-Latest filing 2025
Plans
6
Retirement
3
$9.64B assets
Welfare
3
$24.0M premiums
Participants
78,479
3910 KESWICK ROAD, SUITE N4327-B - BALTIMORE, MD 212112226410-516-2000
Plans on this EIN
6 filings
#003403b-$8.79B - 40,900 part#002TraditionalDB-$732.4M - 9,061 part#005403b-$114.3M - 4,429 part#501Mixed-$23.5M - 25,286 lives#516Mixed-$543K - 3,202 lives#514Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $9.64B assets / 54,390 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • HOPKINS UNIVERSITY 403(B) (#003)91%
  • SUPPORT STAFF PENSION (#002)8%
  • AND POSTDOCTORAL FELLOWS (#005)1%
Total $9.64BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
91%top
  • TIAA91%
  • (Not disclosed)9%
Total $9.64BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HOPKINS UNIVERSITY 403(B) (#003)40,900
  • SUPPORT STAFF PENSION (#002)9,061
  • AND POSTDOCTORAL FELLOWS (#005)4,429
Total 54,390Click row to drill in

Benefits portfolio analytics

3 plans / $24.0M premiums / 28,488 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$332K
  • Life$211K
  • Short-term disability$258
Total $543K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Total $543K1 slice

Broker market share

Schedule A broker compensation

Split broker
34%top
  • JAMES R THOMAS SR34%
  • HENRY B THOMAS33%
  • J R THOMAS, JR33%
  • CORNERSTONE FINANCIAL LLP0%
  • J RICHARD THOMAS0%
Total $71K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

JOHNS HOPKINS UNIVERSITY 403(B) PLAN

403b

Assets$8.79B
Participants40,900
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JOHNS HOPKINS UNIVERSITY SUPPORT STAFF PENSION PLAN

TraditionalDB

Assets$732.4M
Participants9,061
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

THE JOHNS HOPKINS UNIVERSITY INCOME DEFERRAL 403(B) PLAN FOR RESIDENTS, INTERNS AND POSTDOCTORAL FELLOWS

403b

Assets$114.3M
Participants4,429
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE JOHNS HOPKINS UNIVERSITY WELFARE PLAN FORMERLY THE JOHNS HOPKINS UNIVERSITY GROUP LIFE INSURANCE PLAN

Mixed - SECURIAN LIFE INSURANCE COMPANY

Premiums$23.5M
Covered lives25,286
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#516

JOHNS HOPKINS UNIVERSITY LEARNERS' WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$543K
Covered lives3,202
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#514

THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLAN

Self Funded

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

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003JOHNS HOPKINS UNIVERSITY 403(B) PLAN403b$8.79B40,9002024
002JOHNS HOPKINS UNIVERSITY SUPPORT STAFF PENSION PLANTraditionalDB$732.4M9,0612025
005THE JOHNS HOPKINS UNIVERSITY INCOME DEFERRAL 403(B) PLAN FOR RESIDENTS, INTERNS AND POSTDOCTORAL FELLOWS403b$114.3M4,4292024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE JOHNS HOPKINS UNIVERSITY WELFARE PLAN FORMERLY THE JOHNS HOPKINS UNIVERSITY GROUP LIFE INSURANCE PLANMixedSECURIAN LIFE INSURANCE COMPANY$23.5M25,2862024
516JOHNS HOPKINS UNIVERSITY LEARNERS' WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$543K3,2022025
514THE JOHNS HOPKINS UNIVERSITY RETIREE HEALTH PLANSelf Funded-$002025
Retirement plans
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