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Sponsor portfolioTH

UNIVERSITY OF THE PACIFIC

EIN 94-1156266-higher education-Latest filing 2025
Plans
2
Retirement
1
$909.7M assets
Welfare
1
$18.6M premiums
Participants
7,697
3601 PACIFIC AVENUE - STOCKTON, CA 95211209-932-3097pacific.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
2 filings
#001403b-$909.7M - 5,276 part#509Mixed-$18.6M - 2,612 lives

Benefits portfolio analytics

1 plan / $18.6M premiums / 2,612 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$17.6M
  • Prescription drug$17.6M
  • Other$874K
  • Life$848K
  • Short-term disability$805K
  • Long-term disability$805K
  • +1 more
Total $18.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • KAISER FOUNDATION HEALTH PLAN INC95%
  • RELIASTAR LIFE INSURANCE COMPANY4%
  • DELTA DENTAL OF CALIFORNIA0%
  • JANUS ASSOCIATES, INC. DBA BHS0%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $18.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • EDGEWOOD PARTNERS INSURANCE CENTER92%
  • BENEFITFOCUS.COM, INC.5%
  • CUSTOM BENEFIT PROGRAMS INC4%
  • DAUGHERTY & COMPANY INS BROKERS INC0%
Total $83K4 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

UNIVERSITY OF THE PACIFIC DEFINED CONTRIBUTION PLAN

403b

Assets$909.7M
Participants5,276
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509

GROUP HEALTH PLAN FOR EMPLOYEES OF UNIVERSITY OF THE PACIFIC

Mixed - KAISER FOUNDATION HEALTH PLAN INC

Premiums$18.6M
Covered lives2,612
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNIVERSITY OF THE PACIFIC DEFINED CONTRIBUTION PLAN403b$909.7M5,2762025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
509GROUP HEALTH PLAN FOR EMPLOYEES OF UNIVERSITY OF THE PACIFICMixedKAISER FOUNDATION HEALTH PLAN INC$18.6M2,6122025
Retirement plans
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