PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. UNIVERSITY OF SAN FRANCISCO
Sponsor portfolioTH

UNIVERSITY OF SAN FRANCISCO

EIN 94-1156628-higher education-Latest filing 2024
Plans
4
Retirement
2
$842.4M assets
Welfare
2
$12.3M premiums
Participants
10,972
2130 FULTON STREET, LONE MOUNTAIN RM 335 - SAN FRANCISCO, CA 94117415-422-4131teamsusf.orgLinkedIn1-10 employeeshigher education
Plans on this EIN
4 filings
#002403b-$468.2M - 4,138 part#003403b-$374.1M - 4,052 part#501Mixed-$12.2M - 1,494 lives#515Mixed-$39K - 0 lives

Retirement portfolio analytics

2 plans aggregated / $842.4M assets / 8,190 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • CONTRIBUTION RETIREMENT PLAN (#002)56%
  • VOLUNTARY RETIREMENT PLAN (#003)44%
Total $842.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • TIAA100%
Total $842.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTION RETIREMENT PLAN (#002)4,138
  • VOLUNTARY RETIREMENT PLAN (#003)4,052
Total 8,190Click row to drill in

Benefits portfolio analytics

2 plans / $12.3M premiums / 1,494 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Prescription drug$11.0M
  • Health$10.9M
  • Other$1.1M
  • Life$1.0M
  • Long-term disability$1.0M
  • Vision$199K
  • +1 more
Total $12.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • KAISER FOUNDATION HEALTH PLAN INC89%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA8%
  • VISION SERVICE PLAN2%
  • CONCERN EAP1%
  • AETNA LIFE INSURANCE COMPANY0%
  • +1 more
Total $12.3M6 slices

Plan deep-dives

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

UNIVERSITY OF SAN FRANCISCO DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$468.2M
Participants4,138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

UNIVERSITY OF SAN FRANCISCO VOLUNTARY RETIREMENT PLAN

403b

Assets$374.1M
Participants4,052
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNIVERSITY OF SAN FRANCISCO WELFARE BENEFIT PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$12.2M
Covered lives1,494
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#515

UNIVERSITY OF SAN FRANCISCO RETIREMENT HEALTHCARE SAVINGS PLAN

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$39K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002UNIVERSITY OF SAN FRANCISCO DEFINED CONTRIBUTION RETIREMENT PLAN403b$468.2M4,1382024
003UNIVERSITY OF SAN FRANCISCO VOLUNTARY RETIREMENT PLAN403b$374.1M4,0522024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNIVERSITY OF SAN FRANCISCO WELFARE BENEFIT PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$12.2M1,4942024
515UNIVERSITY OF SAN FRANCISCO RETIREMENT HEALTHCARE SAVINGS PLANMixedAETNA LIFE INSURANCE COMPANY$39K02024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica