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Filings through Oct 24, 2026.

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Institute on Aging

EIN 94-2978977-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$21.0M assets
Health & Benefits
1
$4.4M premiums
Participants
1,697
3575 GEARY BLVD - SAN FRANCISCO, CA 94118415-750-4111ioaging.orgLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
2 filings
#002403(b)-$21.0M - 1,130 part#504Fully insured-$4.4M - 555 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $4.4M premiums / 555 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.7M
  • Prescription drug$3.7M
  • Other$638K
  • Dental$618K
  • Vision$618K
  • Life$618K
  • +2 more
Total $4.4M8 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

INSTITUTE ON AGING 403(B) PLAN

403(b)

Assets$21.0M
Participants1,130
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504

INSTITUTE ON AGING HEALTH AND WELFARE BENEFITS PLAN

Fully insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$4.4M
Covered lives555
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002INSTITUTE ON AGING 403(B) PLAN403(b)$21.0M1,1302025
  • INSTITUTE ON AGING 403(B) PLAN$21.0M
    #002 · 403(b) · 20251,130

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#504INSTITUTE ON AGING HEALTH AND WELFARE BENEFITS PLANFully insuredKAISER FOUNDATION HEALTH PLAN, INC.$4.4M5552025
  • INSTITUTE ON AGING HEALTH AND WELFARE BENEFITS PLAN$4.4M
    #504 · Fully insured · KAISER FOUNDATION HEALTH PLAN, INC. · 2025555
Retirement plans
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