Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
UNIVERSITY OF SOUTHERN CALIFORNIA
EIN 95-1642394researchLatest filing 2025
Plans
12
Retirement
5
$10.16B assets
Welfare
7
$117.5M premiums
Participants
200,559
Plans on this EIN
12 filings#002MoneyPurchase-$5.02B - 44,381 part#001403b-$4.82B - 46,627 part#005401k-$186.1M - 6,879 part#004TraditionalDB-$136.7M - 3,665 part#006403b-$1.3M - 20 part#521Mixed-$114.0M - 41,487 lives#528Fully Insured-$2.8M - 670 lives#501Fully Insured-$772K - 432 lives#520Self Funded-0 lives#525Self Funded-0 lives#526Self Funded-0 lives#527Self Funded-0 lives
Retirement portfolio analytics
5 plans aggregated / $10.16B assets / 101,572 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
97%top
- THE VANGUARD GROUP, INC.97%
- (Not disclosed)3%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
7 plans / $117.5M premiums / 42,589 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$683K
- Prescription drug$683K
- Dental$70K
- Short-term disability$9K
- Long-term disability$9K
- Vision$8K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
89%top
- AETNA LIFE INSURANCE COMPANY89%
- DELTA DENTAL OF CALIFORNIA7%
- PRINCIPAL LIFE INSURANCE COMPANY2%
- HARTFORD LIFE AND ACCIDENT1%
- EYEMED VISION CARE1%
- +1 more
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
UNIVERSITY OF SOUTHERN CALIFORNIA DEFINED CONTRIBUTION RETIREMENT PLAN
MoneyPurchase
Assets$5.02B
Participants44,381
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
UNIVERSITY OF SOUTHERN CALIFORNIA TAX-DEFERRED ANNUITY PLAN
403b
Assets$4.82B
Participants46,627
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
KECK MEDICINE OF USC 401(K) RETIREMENT PLAN
401k
Assets$186.1M
Participants6,879
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
UNIVERSITY OF SOUTHERN CALIFORNIA SUPPORT STAFF RETIREMENT PLAN
TraditionalDB
Assets$136.7M
Participants3,665
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
PACIFIC ASIA MUSEUM 403(B)
403b
Assets$1.3M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#521
UNIVERSITY OF SOUTHERN CALIFORNIA INSURED GROUP PLAN
Mixed - BLUE CROSS OF CALIFORNIA
Premiums$114.0M
Covered lives41,487
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#528
KECK MEDICINE OF USC COMMUNITY EMPLOYEE HEALTH & WELFARE BENEFIT PLAN
Fully Insured - ROCKY MOUNTAIN HOSPITAL & MEDICAL SERVICE INC
Premiums$2.8M
Covered lives670
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
UNIVERSITY OF SOUTHERN CALIFORNIA POSTDOCTORAL SCHOLAR BENEFIT PROGRAM
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$772K
Covered lives432
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520
UNIVERSITY OF SOUTHERN CALIFORNIA GROUP HEALTH AND DENTAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#525
UNIVERISTY OF SOUTHERN CALIFORNIA SEVERANCE PAY PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#526
UNIVERSITY OF SOUTHERN CALIFORNIA SHORT TERM DISABILITY PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#527
UNIVERISTY OF SOUTHERN CALIFORNIA LONG TERM DISABIITY PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans5
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | UNIVERSITY OF SOUTHERN CALIFORNIA DEFINED CONTRIBUTION RETIREMENT PLAN | MoneyPurchase | $5.02B | 44,381 | 2024 | |
| 001 | UNIVERSITY OF SOUTHERN CALIFORNIA TAX-DEFERRED ANNUITY PLAN | 403b | $4.82B | 46,627 | 2024 | |
| 005 | KECK MEDICINE OF USC 401(K) RETIREMENT PLAN | 401k | $186.1M | 6,879 | 2024 | |
| 004 | UNIVERSITY OF SOUTHERN CALIFORNIA SUPPORT STAFF RETIREMENT PLAN | TraditionalDB | $136.7M | 3,665 | 2024 | |
| 006 | PACIFIC ASIA MUSEUM 403(B) | 403b | $1.3M | 20 | 2024 |
Welfare plans7
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 521 | UNIVERSITY OF SOUTHERN CALIFORNIA INSURED GROUP PLAN | Mixed | BLUE CROSS OF CALIFORNIA | $114.0M | 41,487 | 2024 | |
| 528 | KECK MEDICINE OF USC COMMUNITY EMPLOYEE HEALTH & WELFARE BENEFIT PLAN | Fully Insured | ROCKY MOUNTAIN HOSPITAL & MEDICAL SERVICE INC | $2.8M | 670 | 2024 | |
| 501 | UNIVERSITY OF SOUTHERN CALIFORNIA POSTDOCTORAL SCHOLAR BENEFIT PROGRAM | Fully Insured | AETNA LIFE INSURANCE COMPANY | $772K | 432 | 2025 | |
| 520 | UNIVERSITY OF SOUTHERN CALIFORNIA GROUP HEALTH AND DENTAL PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 525 | UNIVERISTY OF SOUTHERN CALIFORNIA SEVERANCE PAY PLAN | Self Funded | - | $0 | 0 | 2025 | |
| 526 | UNIVERSITY OF SOUTHERN CALIFORNIA SHORT TERM DISABILITY PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 527 | UNIVERISTY OF SOUTHERN CALIFORNIA LONG TERM DISABIITY PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans