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Sponsor portfolio

MONTEREY BAY AQUARIUM RESEARCH INSTITUTE

EIN 77-0150580-Latest filing 2025
Plans
2
Retirement
1
$126.6M assets
Welfare
1
$5.3M premiums
Participants
580
7700 SANDHOLDT ROAD - MOSS LANDING, CA 95039831-775-1700
Plans on this EIN
2 filings
#002403b-$126.6M - 356 part#509Fully Insured-$5.3M - 235 lives

Benefits portfolio analytics

1 plan / $5.3M premiums / 235 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.1M
  • Dental$5.1M
  • Prescription drug$5.1M
  • Life$188K
  • Short-term disability$188K
  • Long-term disability$188K
  • +2 more
Total $5.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY96%
  • ANTHEM LIFE INSURANCE COMPANY4%
  • VISION SERVICE PLAN1%
Total $5.3M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $263K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MONTEREY BAY AQUARIUM RESEARCH INSTITUTE 403(B) PLAN

403b

Assets$126.6M
Participants356
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509

MONTEREY BAY AQUARIUM RESEARCH INSTITUTE WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$5.3M
Covered lives235
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MONTEREY BAY AQUARIUM RESEARCH INSTITUTE 403(B) PLAN403b$126.6M3562024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
509MONTEREY BAY AQUARIUM RESEARCH INSTITUTE WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$5.3M2352025
Retirement plans
Welfare plans
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