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  2. MARSHALL B. KETCHUM UNIVERSITY
Sponsor portfolio

MARSHALL B. KETCHUM UNIVERSITY

EIN 95-1644593-higher education-Latest filing 2025
Plans
3
Retirement
2
$56.0M assets
Welfare
1
$2.8M premiums
Participants
816
2575 YORBA LINDA BOULEVARD - FULLERTON, CA 92831714-870-7226LinkedIn201-500 employeeshigher education
Plans on this EIN
3 filings
#001MoneyPurchase-$30.6M - 293 part#002403b-$25.4M - 277 part#501Fully Insured-$2.8M - 246 lives

Retirement portfolio analytics

2 plans aggregated / $56.0M assets / 570 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • 401(A) RETIREMENT PLAN (#001)55%
  • VOLUNTARY RETIREMENT PLAN (#002)45%
Total $56.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(A) RETIREMENT PLAN (#001)293
  • VOLUNTARY RETIREMENT PLAN (#002)277
Total 570Click row to drill in

Benefits portfolio analytics

1 plan / $2.8M premiums / 246 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Prescription drug$2.5M
  • Other$132K
  • Dental$127K
  • Long-term disability$111K
  • Life$100K
Total $2.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • CALIFORNIA PHYSICIANS SERVICE53%
  • KAISER FOUNDATION HEALTH PLAN INC38%
  • STARMOUNT LIFE INSURANCE COMPANY5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
  • +2 more
Total $2.8M7 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • GALLAGHER BENEFIT SERVICES, INC.96%
  • ANN MARIE LIOTTA2%
  • MERCER HEALTH AND BENEFITS, LLC1%
  • INTEGRITY ASSET SERVICES LLC0%
  • M FINANCIAL HOLDINGS INC0%
  • +3 more
Total $132K8 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

MBKU 401(A) RETIREMENT PLAN

MoneyPurchase

Assets$30.6M
Participants293
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MBKU 403(B) VOLUNTARY RETIREMENT PLAN

403b

Assets$25.4M
Participants277
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MARSHALL B. KETCHUM UNIVERSITY WELFARE BENEFITS PLAN

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$2.8M
Covered lives246
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MBKU 401(A) RETIREMENT PLANMoneyPurchase$30.6M2932024
002MBKU 403(B) VOLUNTARY RETIREMENT PLAN403b$25.4M2772024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MARSHALL B. KETCHUM UNIVERSITY WELFARE BENEFITS PLANFully InsuredCALIFORNIA PHYSICIANS SERVICE$2.8M2462025
Retirement plans
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