Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Prescription drug$1.7M
- Dental$292K
- Vision$292K
- Life$292K
- Long-term disability$292K
- +1 more
Sponsor portfolioTH
PALO ALTO UNIVERSITY, INC
EIN 94-2340692venture capital & private equityLatest filing 2025
Plans
2
Retirement
1
$34.0M assets
Welfare
1
$2.0M premiums
Participants
507
1791 ARASTRADERO ROAD - PALO ALTO, CA 94304650-433-3849paloaltodc.comLinkedIn1-10 employeesventure capital & private equity
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.0M premiums / 159 covered livesCarrier market share
Premium dollars by Schedule A carrier
63%top
- CALIFORNIA PHYSICIANS SERVICE63%
- KAISER FOUNDATION HEALTH PLAN INC23%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA14%
Broker market share
Schedule A broker compensation
67%top
- MARSH & MCLENNAN AGENCY LLC67%
- ROGERS BENEFIT GROUP INC33%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PALO ALTO UNIVERSITY, INC. COMBINED 403(B) PLAN
403b
Assets$34.0M
Participants348
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PALO ALTO UNIVERSITY, INC. WELFARE BENEFITS PLAN
Fully Insured - CALIFORNIA PHYSICIANS SERVICE
Premiums$2.0M
Covered lives159
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PALO ALTO UNIVERSITY, INC. COMBINED 403(B) PLAN | 403b | $34.0M | 348 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PALO ALTO UNIVERSITY, INC. WELFARE BENEFITS PLAN | Fully Insured | CALIFORNIA PHYSICIANS SERVICE | $2.0M | 159 | 2025 |
Retirement plans
Welfare plans