PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. LOYOLA MARYMOUNT UNIVERSITY
Sponsor portfolioTH

LOYOLA MARYMOUNT UNIVERSITY

EIN 95-1643334-higher education-Latest filing 2024
Plans
2
Retirement
1
$538.0M assets
Welfare
1
$41.2M premiums
Participants
6,368
ONE LMU DRIVE SUITE 1900 - LOS ANGELES, CA 900452659310-338-4420lmu.eduLinkedIn1001-5000 employeeshigher education
Plans on this EIN
2 filings
#001403b-$538.0M - 4,063 part#501Fully Insured-$41.2M - 4,517 lives

Benefits portfolio analytics

1 plan / $41.2M premiums / 4,517 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$36.7M
  • Prescription drug$36.3M
  • Vision$27.0M
  • Other$4.0M
  • Dental$2.1M
  • Life$1.4M
  • +1 more
Total $41.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • ANTHEM LIFE INSURANCE COMPANY66%
  • KAISER FOUNDATION HEALTH PLAN INC24%
  • DELTA DENTAL OF CALIFORNIA5%
  • HARTFORD LIFE AND ACCIDENT4%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • +2 more
Total $41.2M7 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • MERCER HEALTH AND BENEFITS, LLC52%
  • ACRISURE LLC48%
Total $322K2 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

LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$538.0M
Participants4,063
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LOYOLA MARYMOUNT UNIVERSITY WELFARE BENEFITS PLAN

Fully Insured - ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY

Premiums$41.2M
Covered lives4,517
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN403b$538.0M4,0632024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LOYOLA MARYMOUNT UNIVERSITY WELFARE BENEFITS PLANFully InsuredANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY$41.2M4,5172024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica