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Sponsor portfolio

SOUTHWESTERN LAW SCHOOL

EIN 95-1246140-higher education-Latest filing 2025
Plans
2
Retirement
1
$106.0M assets
Welfare
1
$2.9M premiums
Participants
534
3050 WILSHIRE BOULEVARD - LOS ANGELES, CA 90010213-738-6800swlaw.eduLinkedIn51-200 employeeshigher education
Plans on this EIN
2 filings
#001403b-$106.0M - 372 part#501Fully Insured-$2.9M - 161 lives

Benefits portfolio analytics

1 plan / $2.9M premiums / 161 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Prescription drug$2.6M
  • Other$299K
  • Life$292K
  • Dental$244K
  • Vision$244K
  • +2 more
Total $2.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • AETNA LIFE INSURANCE COMPANY90%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • AFLAC0%
Total $2.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • LOCKTON COMPANIES, LLC100%
  • MJ INSURANCE0%
  • PATRICIA GAIL LEES0%
  • ROBERT J. PHILIBOSIAN0%
  • OSCAR FREGOSO0%
  • +2 more
Total $166K7 slices

Plan deep-dives

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

SOUTHWESTERN LAW SCHOOL DC RETIREMENT PLAN

403b

Assets$106.0M
Participants372
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOUTHWESTERN LAW SCHOOL EMPLOYEE BENEFIT PLAN

Fully Insured - AETNA HEALTH OF CALIFORNIA INC.

Premiums$2.9M
Covered lives161
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOUTHWESTERN LAW SCHOOL DC RETIREMENT PLAN403b$106.0M3722024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOUTHWESTERN LAW SCHOOL EMPLOYEE BENEFIT PLANFully InsuredAETNA HEALTH OF CALIFORNIA INC.$2.9M1612025
Retirement plans
Welfare plans
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