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Sponsor portfolioTH

POINT LOMA NAZARENE UNIVERSITY

EIN 95-1644035-higher education-Latest filing 2025
Plans
3
Retirement
1
$170.7M assets
Welfare
2
$9.0M premiums
Participants
2,246
3900 LOMALAND DRIVE - SAN DIEGO, CA 92106619-849-2200pointloma.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
3 filings
#001403b-$170.7M - 1,152 part#501Fully Insured-$9.0M - 914 lives#502Mixed-$2K - 0 lives

Benefits portfolio analytics

2 plans / $9.0M premiums / 914 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.2M
  • Prescription drug$8.1M
  • Vision$4.3M
  • Dental$452K
  • Other$366K
  • Life$115K
  • +1 more
Total $9.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • SHARP HEALTH PLAN46%
  • KAISER FOUNDATION HEALTH PLAN INC43%
  • UNITED CONCORDIA INSURANCE COMPANY5%
  • STANDARD INSURANCE COMPANY1%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
  • +3 more
Total $9.0M8 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • LOCKTON COMPANIES, LLC100%
  • HUB INTERNATIONAL MIDWEST LIMITED0%
  • JACQUELYN E. K. HOLDER0%
  • JACK DANIEL HOLDER0%
  • ROBERT C HENLEY0%
  • +2 more
Total $341K7 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

POINT LOMA NAZARENE UNIVERSITY RETIREMENT PLAN

403b

Assets$170.7M
Participants1,152
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF POINT LOMA NAZARENE

Fully Insured - SHARP HEALTH PLAN

Premiums$9.0M
Covered lives914
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

POINT LOMA NAZARENE UNIVERSITY RETIREMENT HEALTHCARE SAVINGS PLAN

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$2K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001POINT LOMA NAZARENE UNIVERSITY RETIREMENT PLAN403b$170.7M1,1522024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF POINT LOMA NAZARENEFully InsuredSHARP HEALTH PLAN$9.0M9142025
502POINT LOMA NAZARENE UNIVERSITY RETIREMENT HEALTHCARE SAVINGS PLANMixedAETNA LIFE INSURANCE COMPANY$2K02024
Retirement plans
Welfare plans
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