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  2. Marshall B. Ketchum University
  • Retirement analytics
  • Benefits analytics
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Filings through Oct 24, 2026.

Marshall B. Ketchum University

EIN 95-1644593-higher education-Latest filing 2025
Plans
3
Retirement
2
$65.8M assets
Health & Benefits
1
$2.8M premiums
Participants
857
2575 YORBA LINDA BOULEVARD - FULLERTON, CA 928311615714-449-7400LinkedIn201-500 employeeshigher education
Plans on this EIN
3 filings
#001Money purchase-$35.4M - 313 part#002403(b)-$30.4M - 298 part#501Fully insured-$2.8M - 246 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $65.8M assets / 611 participants

Assets by plan

Share of aggregate retirement assets

  • 401(A) RETIREMENT PLAN (#001)$35.4M
  • VOLUNTARY RETIREMENT PLAN (#002)$30.4M
Total $65.8MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • 401(A) RETIREMENT PLAN (#001)313
  • VOLUNTARY RETIREMENT PLAN (#002)298
Total 611Select a row to open it

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

MBKU 401(A) RETIREMENT PLAN

Money purchase

Assets$35.4M
Participants313
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

MBKU 403(B) VOLUNTARY RETIREMENT PLAN

403(b)

Assets$30.4M
Participants298
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

MARSHALL B. KETCHUM UNIVERSITY WELFARE BENEFITS PLAN

Fully insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$2.8M
Covered lives246
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001MBKU 401(A) RETIREMENT PLANMoney purchase$35.4M3132025
#002MBKU 403(B) VOLUNTARY RETIREMENT PLAN403(b)$30.4M2982025
  • MBKU 401(A) RETIREMENT PLAN$35.4M
    #001 · Money purchase · 2025313
  • MBKU 403(B) VOLUNTARY RETIREMENT PLAN$30.4M
    #002 · 403(b) · 2025298

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501MARSHALL B. KETCHUM UNIVERSITY WELFARE BENEFITS PLANFully insuredCALIFORNIA PHYSICIANS SERVICE$2.8M2462025
  • MARSHALL B. KETCHUM UNIVERSITY WELFARE BENEFITS PLAN$2.8M
    #501 · Fully insured · CALIFORNIA PHYSICIANS SERVICE · 2025246
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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