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Sponsor portfolioTH

PACIFIC LUTHERAN UNIVERSITY

EIN 91-0565571-higher education-Latest filing 2025
Plans
2
Retirement
1
$240.3M assets
Welfare
1
$6.2M premiums
Participants
2,157
12180 PARK AVENUE S. - TACOMA, WA 984470001253-535-7185plu.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
2 filings
#001403b-$240.3M - 1,564 part#513Fully Insured-$6.2M - 611 lives

Benefits portfolio analytics

1 plan / $6.2M premiums / 611 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.5M
  • Prescription drug$5.5M
  • Vision$5.4M
  • Dental$464K
  • Life$276K
  • Other$207K
  • +1 more
Total $6.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • KAISER FOUNDATION HEALTH PLAN INC88%
  • DELTA DENTAL OF CALIFORNIA5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • WILLAMETTE DENTAL INSURANCE, INC.3%
  • FIRST CHOICE HEALTH0%
  • +1 more
Total $6.2M6 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • AON CONSULTING INC100%
  • A.C. NEWMAN & CO. INSURANCE0%
Total $145K2 slices

Plan deep-dives

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

PACIFIC LUTHERAN UNIVERSITY 403(B) RETIREMENT PLAN

403b

Assets$240.3M
Participants1,564
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#513

PACIFIC LUTHERAN UNIVERSITY HEALTH & WELFARE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC.

Premiums$6.2M
Covered lives611
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PACIFIC LUTHERAN UNIVERSITY 403(B) RETIREMENT PLAN403b$240.3M1,5642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
513PACIFIC LUTHERAN UNIVERSITY HEALTH & WELFARE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC.$6.2M6112025
Retirement plans
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