Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CALIFORNIA INSTITUTE OF TECHNOLOGY
EIN 95-1643307higher educationLatest filing 2025
Plans
5
Retirement
2
$7.58B assets
Welfare
3
$67.9M premiums
Participants
50,105
1200 EAST CALIFORNIA BOULEVARD, MC 161-84 - PASADENA, CA 91125626-395-3421calarttech.comLinkedIn1-10 employeeshigher education
Retirement portfolio analytics
2 plans aggregated / $7.58B assets / 33,756 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
- TIAA100%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $67.9M premiums / 13,266 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$57.5M
- Prescription drug$54.4M
- Other$8.7M
- Life$8.6M
- Short-term disability$8.6M
- Long-term disability$8.6M
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
55%top
- KAISER FOUNDATION HEALTH PLAN INC55%
- ANTHEM LIFE INSURANCE COMPANY26%
- UNUM LIFE INSURANCE COMPANY OF AMERICA13%
- AETNA LIFE INSURANCE COMPANY4%
- VISION SERVICE PLAN2%
- +3 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
CALTECH BASE RETIREMENT PLAN
403b
Assets$5.25B
Participants22,143
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
CALTECH VOLUNTARY RETIREMENT PLAN
403b
Assets$2.34B
Participants11,613
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#601
CONSOLIDATED WELFARE PLAN OF THE CALIFORNIA INSTITUTE OF TECHNOLOGY
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$64.0M
Covered lives12,203
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#602
CALTECH RETIREE HEALTH AND LIFE BENEFITS PROGRAM
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$3.8M
Covered lives1,063
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#604
CALIFORNIA INSTITUTE OF TECHNOLOGY SEVERANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CALTECH BASE RETIREMENT PLAN | 403b | $5.25B | 22,143 | 2024 | |
| 005 | CALTECH VOLUNTARY RETIREMENT PLAN | 403b | $2.34B | 11,613 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 601 | CONSOLIDATED WELFARE PLAN OF THE CALIFORNIA INSTITUTE OF TECHNOLOGY | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $64.0M | 12,203 | 2025 | |
| 602 | CALTECH RETIREE HEALTH AND LIFE BENEFITS PROGRAM | Fully Insured | AETNA LIFE INSURANCE COMPANY | $3.8M | 1,063 | 2025 | |
| 604 | CALIFORNIA INSTITUTE OF TECHNOLOGY SEVERANCE PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans