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  2. UNIVERSITY OF LA VERNE
Sponsor portfolioTH

UNIVERSITY OF LA VERNE

EIN 95-1644026-professional training & coaching-Latest filing 2025
Plans
2
Retirement
1
$266.2M assets
Welfare
1
$7.4M premiums
Participants
7,241
1950 THIRD STREET - LA VERNE, CA 91750909-593-3511lavernesbdc.orgLinkedIn1-10 employeesprofessional training & coaching
Plans on this EIN
2 filings
#001403b-$266.2M - 6,471 part#502Fully Insured-$7.4M - 885 lives

Benefits portfolio analytics

1 plan / $7.4M premiums / 885 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.0M
  • Prescription drug$7.0M
  • Dental$2.0M
  • Life$247K
  • Other$91K
  • Long-term disability$69K
  • +1 more
Total $7.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY53%
  • KAISER FOUNDATION HEALTH PLAN INC42%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA4%
  • VISION SERVICE PLAN1%
  • COMBINED INSURANCE COMPANY OF AMERICA0%
  • +2 more
Total $7.4M7 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • ALLIANT INSURANCE SERVICES, INC.96%
  • EOI SERVICE COMPANY INC3%
  • HODGES-MACE LLC1%
Total $334K3 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

UNIVERSITY OF LA VERNE 403(B) RETIREMENT SAVINGS PLAN

403b

Assets$266.2M
Participants6,471
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

UNIVERSITY OF LA VERNE EMPLOYEE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$7.4M
Covered lives885
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNIVERSITY OF LA VERNE 403(B) RETIREMENT SAVINGS PLAN403b$266.2M6,4712024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502UNIVERSITY OF LA VERNE EMPLOYEE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$7.4M8852025
Retirement plans
Welfare plans
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