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Sponsor portfolio

SANTA CLARA UNIVERSITY

EIN 94-1156617-higher education-Latest filing 2024
Plans
3
Retirement
2
$980.0M assets
Welfare
1
$36.7M premiums
Participants
8,072
500 EL CAMINO REAL - SANTA CLARA, CA 95053408-554-4392scu.eduLinkedIn1001-5000 employeeshigher education
Plans on this EIN
3 filings
#002MoneyPurchase-$520.4M - 3,427 part#001403b-$459.6M - 2,770 part#501Mixed-$36.7M - 1,932 lives

Retirement portfolio analytics

2 plans aggregated / $980.0M assets / 6,197 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • CONTRIBUTION RETIREMENT PLAN (#002)53%
  • TAX-DEFERRED ANNUITY PLAN (#001)47%
Total $980.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTION RETIREMENT PLAN (#002)3,427
  • TAX-DEFERRED ANNUITY PLAN (#001)2,770
Total 6,197Click row to drill in

Benefits portfolio analytics

1 plan / $36.7M premiums / 1,932 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$35.2M
  • Prescription drug$35.2M
  • Other$688K
  • Long-term disability$633K
  • Life$532K
  • Vision$204K
Total $36.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • AETNA LIFE INSURANCE COMPANY54%
  • KAISER FOUNDATION HEALTH PLAN INC41%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY2%
  • SUN LIFE ASSURANCE COMPANY OF CANADA1%
  • ANTHEM LIFE INSURANCE COMPANY1%
  • +1 more
Total $36.7M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $412K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SANTA CLARA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

MoneyPurchase

Assets$520.4M
Participants3,427
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SANTA CLARA UNIVERSITY TAX-DEFERRED ANNUITY PLAN

403b

Assets$459.6M
Participants2,770
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SANTA CLARA UNIVERSITY GROUP BENEFIT PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$36.7M
Covered lives1,932
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SANTA CLARA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLANMoneyPurchase$520.4M3,4272024
001SANTA CLARA UNIVERSITY TAX-DEFERRED ANNUITY PLAN403b$459.6M2,7702024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SANTA CLARA UNIVERSITY GROUP BENEFIT PLANMixedKAISER FOUNDATION HEALTH PLAN INC.$36.7M1,9322024
Retirement plans
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