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Sponsor portfolio

THE EXPLORATORIUM

EIN 94-1696494-museums and institutions-Latest filing 2024
Plans
3
Retirement
2
$52.9M assets
Welfare
1
$4.2M premiums
Participants
1,202
PIERS 15/17 - SAN FRANCISCO, CA 94111415-528-4345exploratorium.eduLinkedIn201-500 employeesmuseums and institutions
Plans on this EIN
3 filings
#002403b-$48.6M - 578 part#001MoneyPurchase-$4.2M - 251 part#501Fully Insured-$4.2M - 467 lives

Retirement portfolio analytics

2 plans aggregated / $52.9M assets / 829 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • EXPLORATORIUM RETIREMENT PLAN (#002)92%
  • DEFINED CONTRIBUTION RETIREMEN... (#001)8%
Total $52.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EXPLORATORIUM RETIREMENT PLAN (#002)578
  • DEFINED CONTRIBUTION RETIREMEN... (#001)251
Total 829Click row to drill in

Benefits portfolio analytics

1 plan / $4.2M premiums / 467 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.8M
  • Prescription drug$3.8M
  • Dental$253K
  • Other$102K
  • Vision$44K
  • Long-term disability$43K
  • +1 more
Total $4.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • KAISER FOUNDATION HEALTH PLAN INC77%
  • SUTTER HEALTH PLAN13%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • +3 more
Total $4.2M8 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • MCGRIFF INSURANCE SERVICES INC97%
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC2%
  • MASOLI LEGACY LLC0%
Total $194K3 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

THE EXPLORATORIUM RETIREMENT PLAN

403b

Assets$48.6M
Participants578
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE EXPLORATORIUM DEFINED CONTRIBUTION RETIREMENT

MoneyPurchase

Assets$4.2M
Participants251
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE EXPLORATORIUM HEALTH & WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$4.2M
Covered lives467
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE EXPLORATORIUM RETIREMENT PLAN403b$48.6M5782024
001THE EXPLORATORIUM DEFINED CONTRIBUTION RETIREMENTMoneyPurchase$4.2M2512024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE EXPLORATORIUM HEALTH & WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$4.2M4672024
Retirement plans
Welfare plans
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