Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
EIN 94-1156365medical practiceLatest filing 2024
Plans
7
Retirement
2
$12.77B assets
Welfare
5
$156.4M premiums
Participants
115,451
505 BROADWAY, 5TH FLOOR - REDWOOD CITY, CA 94063650-736-2985boardoftrustees.stanford.eduLinkedIn10001+ employeesmedical practice
Retirement portfolio analytics
2 plans aggregated / $12.77B assets / 46,108 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
5 plans / $156.4M premiums / 49,707 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$127.0M
- Prescription drug$127.0M
- Other$25.9M
- Life$23.5M
- Long-term disability$23.4M
- Short-term disability$23.4M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
78%top
- KAISER FOUNDATION HEALTH PLAN INC78%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA15%
- HEALTH NET3%
- VISION SERVICE PLAN2%
- METROPOLITAN LIFE INSURANCE COMPANY1%
- +3 more
Broker market share
Schedule A broker compensation
98%top
- MERCER HEALTH AND BENEFITS, LLC98%
- CREATIVA ASSOCIATES FINANCIAL & INS2%
- EMPYREAN INSURANCE SERVICES, INC.0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
STANFORD CONTRIBUTORY RETIREMENT PLAN
403b
Assets$12.57B
Participants43,741
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY PLAN
TraditionalDB
Assets$197.4M
Participants2,367
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#513
EDUCATED CHOICES FLEXIBLE BENEFITS PROGRAM
Mixed - KAISER FOUNDATION HEALTH PLAN INC.
Premiums$141.5M
Covered lives22,594
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#516
STANFORD UNIVERSITY POST-RETIREMENT AND POST-EMPLOYMENT BENEFIT PLAN
Mixed - KAISER PERMANENTE
Premiums$14.4M
Covered lives1,865
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#517
STANFORD UNIVERSITY POSTDOCTORAL AFFILIATES WELFARE BENEFIT PLANS
Mixed - FIDELITY SECURITY LIFE INSURANCE COMPANY
Premiums$390K
Covered lives2,654
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509
BUSINESS TRAVEL ACCIDENT PLAN
Fully Insured - HARTFORD LIFE AND ACCIDENT
Premiums$53K
Covered lives22,594
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#515
STANFORD UNIVERSITY SEVERANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STANFORD CONTRIBUTORY RETIREMENT PLAN | 403b | $12.57B | 43,741 | 2024 | |
| 002 | STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY PLAN | TraditionalDB | $197.4M | 2,367 | 2024 |
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 513 | EDUCATED CHOICES FLEXIBLE BENEFITS PROGRAM | Mixed | KAISER FOUNDATION HEALTH PLAN INC. | $141.5M | 22,594 | 2024 | |
| 516 | STANFORD UNIVERSITY POST-RETIREMENT AND POST-EMPLOYMENT BENEFIT PLAN | Mixed | KAISER PERMANENTE | $14.4M | 1,865 | 2024 | |
| 517 | STANFORD UNIVERSITY POSTDOCTORAL AFFILIATES WELFARE BENEFIT PLANS | Mixed | FIDELITY SECURITY LIFE INSURANCE COMPANY | $390K | 2,654 | 2024 | |
| 509 | BUSINESS TRAVEL ACCIDENT PLAN | Fully Insured | HARTFORD LIFE AND ACCIDENT | $53K | 22,594 | 2024 | |
| 515 | STANFORD UNIVERSITY SEVERANCE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans