Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Samuel Merritt University
EIN 94-2992642higher educationLatest filing 2025
Plans
3
Retirement
2
$120.1M assets
Health & Benefits
1
$7.0M premiums
Participants
1,497
525 12TH STREET - OAKLAND, CA 94607510-879-9260samuelmerritt.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $120.1M assets / 1,119 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $7.0M premiums / 873 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.1M
- Prescription drug$6.1M
- Dental$440K
- Other$436K
- Life$299K
- Long-term disability$217K
- +2 more
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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#001
SAMUEL MERRITT UNIVERSITY 403(B) PLAN
403(b)
Assets$115.0M
Participants1,082
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#008
CALIFORNIA COLLEGE OF PODIATRIC MEDICINE DEFINED CONTRIBUTION RETIREMENT PLAN
403(b)
Assets$5.1M
Participants37
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
SAMUEL MERRITT UNIVERSITY WELFARE BENEFITS PLAN
Fully insured - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$7.0M
Covered lives873
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SAMUEL MERRITT UNIVERSITY 403(B) PLAN | 403(b) | $115.0M | 1,082 | 2025 |
| #008 | CALIFORNIA COLLEGE OF PODIATRIC MEDICINE DEFINED CONTRIBUTION RETIREMENT PLAN | 403(b) | $5.1M | 37 | 2025 |
- #001 · 403(b) · 20251,082
- #008 · 403(b) · 202537
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | SAMUEL MERRITT UNIVERSITY WELFARE BENEFITS PLAN | Fully insured | UNITED HEALTHCARE INSURANCE COMPANY | $7.0M | 873 | 2025 |
- #501 · Fully insured · UNITED HEALTHCARE INSURANCE COMPANY · 2025873
Retirement plans
Health & Benefits plans