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Sponsor portfolioTH

CHAPMAN UNIVERSITY

EIN 95-1643992-higher education-Latest filing 2024
Plans
3
Retirement
2
$573.0M assets
Welfare
1
$24.9M premiums
Participants
8,200
ONE UNIVERSITY DR - ORANGE, CA 928661005714-997-6686chapman.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
3 filings
#002403b-$303.9M - 3,132 part#003ProfitSharing-$269.1M - 3,425 part#501Fully Insured-$24.9M - 1,635 lives

Retirement portfolio analytics

2 plans aggregated / $573.0M assets / 6,557 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • (TDA) RETIREMENT PLAN (#002)53%
  • CONTRIBUTION RETIREMENT PLAN (#003)47%
Total $573.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTION RETIREMENT PLAN (#003)3,425
  • (TDA) RETIREMENT PLAN (#002)3,132
Total 6,557Click row to drill in

Benefits portfolio analytics

1 plan / $24.9M premiums / 1,635 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$23.4M
  • Prescription drug$23.4M
  • Other$994K
  • Life$734K
  • Vision$268K
  • Long-term disability$200K
  • +1 more
Total $24.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY61%
  • KAISER FOUNDATION HEALTH PLAN INC33%
  • STANDARD INSURANCE COMPANY4%
  • VISION SERVICE PLAN1%
  • DELTA DENTAL OF CALIFORNIA1%
  • +1 more
Total $24.9M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $19K1 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

CHAPMAN UNIVERSITY TAX DEFERRED ANNUITY (TDA) RETIREMENT PLAN

403b

Assets$303.9M
Participants3,132
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CHAPMAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

ProfitSharing

Assets$269.1M
Participants3,425
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CHAPMAN UNIVERSITY HEALTH WELFARE PLAN

Fully Insured - CIGNA HEALTHCARE OF CALIFORNIA

Premiums$24.9M
Covered lives1,635
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CHAPMAN UNIVERSITY TAX DEFERRED ANNUITY (TDA) RETIREMENT PLAN403b$303.9M3,1322024
003CHAPMAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLANProfitSharing$269.1M3,4252024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CHAPMAN UNIVERSITY HEALTH WELFARE PLANFully InsuredCIGNA HEALTHCARE OF CALIFORNIA$24.9M1,6352024
Retirement plans
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