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Sponsor portfolioTH

THE BOARD OF TRUSTEES OF LELAND STANFORD JUNIOR UNIVERSITY

EIN 94-1156365-medical practice-Latest filing 2025
Plans
7
Retirement
2
$12.77B assets
Welfare
5
$179.9M premiums
Participants
115,416
485 BROADWAY ST., 4TH FLOOR - REDWOOD CITY, CA 94063650-736-2985boardoftrustees.stanford.eduLinkedIn10001+ employeesmedical practice
Plans on this EIN
7 filings
#001403b-$12.57B - 43,741 part#002TraditionalDB-$197.4M - 2,367 part#513Mixed-$171.3M - 22,070 lives#516Mixed-$8.2M - 1,981 lives#517Mixed-$395K - 2,626 lives#509Fully Insured-$59K - 22,070 lives#515Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $12.77B assets / 46,108 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • CONTRIBUTORY RETIREMENT PLAN (#001)98%
  • RETIREMENT ANNUITY PLAN (#002)2%
Total $12.77BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTORY RETIREMENT PLAN (#001)43,741
  • RETIREMENT ANNUITY PLAN (#002)2,367
Total 46,108Click row to drill in

Benefits portfolio analytics

5 plans / $179.9M premiums / 48,747 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$152.2M
  • Prescription drug$152.2M
  • Other$24.2M
  • Life$21.2M
  • Long-term disability$21.2M
  • Short-term disability$21.2M
  • +1 more
Total $179.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • KAISER FOUNDATION HEALTH PLAN INC84%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA12%
  • VISION SERVICE PLAN2%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
  • HEALTH NET0%
  • +3 more
Total $179.9M8 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • MERCER HEALTH AND BENEFITS, LLC98%
  • CREATIVA ASSOCIATES FINANCIAL & INS2%
  • EMPYREAN INSURANCE SERVICES, INC.0%
Total $1.1M3 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

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$171.3M
Covered lives22,070
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#516

STANFORD UNIVERSITY POST-RETIREMENT AND POST-EMPLOYMENT BENEFIT PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$8.2M
Covered lives1,981
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$395K
Covered lives2,626
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

BUSINESS TRAVEL ACCIDENT PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$59K
Covered lives22,070
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 #NameTypeAssetsParticipantsLatest year
001STANFORD CONTRIBUTORY RETIREMENT PLAN403b$12.57B43,7412024
002STANFORD UNIVERSITY STAFF RETIREMENT ANNUITY PLANTraditionalDB$197.4M2,3672024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
513EDUCATED CHOICES FLEXIBLE BENEFITS PROGRAMMixedKAISER FOUNDATION HEALTH PLAN INC.$171.3M22,0702025
516STANFORD UNIVERSITY POST-RETIREMENT AND POST-EMPLOYMENT BENEFIT PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$8.2M1,9812025
517STANFORD UNIVERSITY POSTDOCTORAL AFFILIATES WELFARE BENEFIT PLANSMixedFIDELITY SECURITY LIFE INSURANCE COMPANY$395K2,6262025
509BUSINESS TRAVEL ACCIDENT PLANFully InsuredHARTFORD LIFE AND ACCIDENT$59K22,0702025
515STANFORD UNIVERSITY SEVERANCE PLANSelf Funded-$002025
Retirement plans
Welfare plans
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