Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$11.2M
- Prescription drug$11.2M
- Other$558K
- Life$550K
- Short-term disability$507K
- Long-term disability$507K
Sponsor portfolioTH
CHAN ZUCKERBERG INITIATIVE, LLC
EIN 81-0903867non-profit organization managementLatest filing 2024
Plans
2
Retirement
1
$167.4M assets
Welfare
1
$11.8M premiums
Participants
1,346
2682 MIDDLEFIELD RD SUITE I - REDWOOD CITY, CA 94063650-304-4880chanzuckerberg.comLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $11.8M premiums / 548 covered livesCarrier market share
Premium dollars by Schedule A carrier
83%top
- BLUE CROSS OF CALIFORNIA83%
- KAISER FOUNDATION HEALTH PLAN INC12%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
- ANTHEM LIFE INSURANCE COMPANY0%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- SEQUOIA BENEFITS & INS SVCS LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CHAN ZUCKERBERG INITIATIVE, LLC RETIREMENT PLAN
401k
Assets$167.4M
Participants809
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE CHAN ZUCKERBERG INITIATIVE (CZI)
Mixed - BLUE CROSS OF CALIFORNIA
Premiums$11.8M
Covered lives548
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHAN ZUCKERBERG INITIATIVE, LLC RETIREMENT PLAN | 401k | $167.4M | 809 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE CHAN ZUCKERBERG INITIATIVE (CZI) | Mixed | BLUE CROSS OF CALIFORNIA | $11.8M | 548 | 2024 |
Retirement plans
Welfare plans