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  2. CALIFORNIA INSTITUTE OF TECHNOLOGY
Sponsor portfolioTH

CALIFORNIA INSTITUTE OF TECHNOLOGY

EIN 95-1643307-higher education-Latest filing 2024
Plans
5
Retirement
2
$7.58B assets
Welfare
3
$71.1M premiums
Participants
52,785
1200 E. CALIFORNIA BLVD,, MC 161-84 - PASADENA, CA 91125626-395-8487calarttech.comLinkedIn1-10 employeeshigher education
Plans on this EIN
5 filings
#002403b-$5.25B - 22,143 part#005403b-$2.34B - 11,613 part#601Fully Insured-$67.8M - 29,852 lives#602Fully Insured-$3.3M - 1,024 lives#604Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $7.58B assets / 33,756 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • BASE RETIREMENT PLAN (#002)69%
  • VOLUNTARY RETIREMENT PLAN (#005)31%
Total $7.58BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • TIAA100%
Total $7.58BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BASE RETIREMENT PLAN (#002)22,143
  • VOLUNTARY RETIREMENT PLAN (#005)11,613
Total 33,756Click row to drill in

Benefits portfolio analytics

3 plans / $71.1M premiums / 30,876 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$61.0M
  • Prescription drug$58.4M
  • Other$8.2M
  • Life$8.2M
  • Short-term disability$8.2M
  • Long-term disability$8.2M
  • +2 more
Total $71.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • KAISER FOUNDATION HEALTH PLAN INC55%
  • ANTHEM LIFE INSURANCE COMPANY28%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA11%
  • AETNA LIFE INSURANCE COMPANY3%
  • VISION SERVICE PLAN2%
  • +3 more
Total $71.1M8 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $806K1 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

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$67.8M
Covered lives29,852
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$3.3M
Covered lives1,024
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 #NameTypeAssetsParticipantsLatest year
002CALTECH BASE RETIREMENT PLAN403b$5.25B22,1432024
005CALTECH VOLUNTARY RETIREMENT PLAN403b$2.34B11,6132024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
601CONSOLIDATED WELFARE PLAN OF THE CALIFORNIA INSTITUTE OF TECHNOLOGYFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$67.8M29,8522024
602CALTECH RETIREE HEALTH AND LIFE BENEFITS PROGRAMFully InsuredAETNA LIFE INSURANCE COMPANY$3.3M1,0242024
604CALIFORNIA INSTITUTE OF TECHNOLOGY SEVERANCE PLANSelf Funded-$002024
Retirement plans
Welfare plans
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