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Sponsor portfolioTH

SAMUEL MERRITT UNIVERSITY

EIN 94-2992642-higher education-Latest filing 2025
Plans
3
Retirement
2
$106.4M assets
Welfare
1
$7.0M premiums
Participants
1,343
525 12TH STREET - OAKLAND, CA 94607510-879-9200samuelmerritt.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
3 filings
#001403b-$101.2M - 925 part#008403b-$5.2M - 40 part#501Fully Insured-$7.0M - 873 lives

Retirement portfolio analytics

2 plans aggregated / $106.4M assets / 965 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • MERRITT UNIVERSITY 403(B) (#001)95%
  • CONTRIBUTION RETIREMENT PLAN (#008)5%
Total $106.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MERRITT UNIVERSITY 403(B) (#001)925
  • CONTRIBUTION RETIREMENT PLAN (#008)40
Total 965Click row to drill in

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
Total $7.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • UNITED HEALTHCARE INSURANCE COMPANY86%
  • DELTA DENTAL OF CALIFORNIA6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • VISION SERVICE PLAN1%
  • CLAREMONT EAP0%
  • +1 more
Total $7.0M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • EDGEWOOD PARTNERS INSURANCE CENTER100%
Total $220K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SAMUEL MERRITT UNIVERSITY 403(B) PLAN

403b

Assets$101.2M
Participants925
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008

CALIFORNIA COLLEGE OF PODIATRIC MEDICINE DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$5.2M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SAMUEL MERRITT UNIVERSITY WELFARE BENEFITS PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$7.0M
Covered lives873
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SAMUEL MERRITT UNIVERSITY 403(B) PLAN403b$101.2M9252024
008CALIFORNIA COLLEGE OF PODIATRIC MEDICINE DEFINED CONTRIBUTION RETIREMENT PLAN403b$5.2M402024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SAMUEL MERRITT UNIVERSITY WELFARE BENEFITS PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$7.0M8732025
Retirement plans
Welfare plans
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