Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$7.4M
- Prescription drug$7.4M
- Dental$445K
- Life$266K
- Short-term disability$266K
- Long-term disability$266K
- +2 more
Sponsor portfolio
MONTEREY BAY AQUARIUM
EIN 94-2487469museums and institutionsLatest filing 2025
Plans
2
Retirement
1
$104.6M assets
Welfare
1
$8.2M premiums
Participants
1,531
886 CANNERY ROW - MONTEREY, CA 93940831-648-4800montereybayaquarium.orgLinkedIn501-1000 employeesmuseums and institutions
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $8.2M premiums / 780 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- BLUE CROSS OF CALIFORNIA91%
- DELTA DENTAL OF CALIFORNIA5%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA3%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
96%top
- ACRISURE LLC96%
- DISABILITY SPECIALISTS INC4%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE MONTEREY BAY AQUARIUM RETIREMENT PLAN
403b
Assets$104.6M
Participants975
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
MONTEREY BAY AQUARIUM HEALTH & WELFARE PLAN
Fully Insured - BLUE SHIELD OF CALIFORNIA
Premiums$8.2M
Covered lives780
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE MONTEREY BAY AQUARIUM RETIREMENT PLAN | 403b | $104.6M | 975 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | MONTEREY BAY AQUARIUM HEALTH & WELFARE PLAN | Fully Insured | BLUE SHIELD OF CALIFORNIA | $8.2M | 780 | 2025 |
Retirement plans
Welfare plans