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Sponsor portfolio

SAN JOSE STATE UNIVERSITY RESEARCH FOUNDATION

EIN 94-6017638-higher education-Latest filing 2025
Plans
2
Retirement
1
$136.7M assets
Welfare
1
$2.0M premiums
Participants
1,084
ONE WASHINGTON SQUARE - SAN JOSE, CA 951920139408-924-1400LinkedIn1001-5000 employeeshigher education
Plans on this EIN
2 filings
#002403b-$136.7M - 810 part#501Mixed-$2.0M - 184 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 184 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Dental$7K
  • Vision$7K
  • Life$7K
  • Other$7K
Total $2.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • KAISER FOUNDATION HEALTH PLAN INC97%
  • HAWAII MEDICAL SERVICE ASSOCIATION3%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $2.0M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ACRISURE LLC100%
Total $91K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SJSU RESEARCH FOUNDATION RETIREMENT PLAN

403b

Assets$136.7M
Participants810
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SAN JOSE STATE UNIVERSITY RESEARCH FOUNDATION WELFARE BENEFIT PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$2.0M
Covered lives184
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SJSU RESEARCH FOUNDATION RETIREMENT PLAN403b$136.7M8102025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SAN JOSE STATE UNIVERSITY RESEARCH FOUNDATION WELFARE BENEFIT PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$2.0M1842024
Retirement plans
Welfare plans
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