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  2. SAN DIEGO ZOO WILDLIFE ALLIANCE
Sponsor portfolioTH

SAN DIEGO ZOO WILDLIFE ALLIANCE

EIN 95-1648219-non-profit organization management-Latest filing 2024
Plans
4
Retirement
3
$391.4M assets
Welfare
1
$7.5M premiums
Participants
7,023
P.O. BOX 120551 - SAN DIEGO, CA 921120551619-231-1515sandiegozooglobal.orgLinkedIn1001-5000 employeesnon-profit organization management
Plans on this EIN
4 filings
#004403b-$185.5M - 3,539 part#001CashBalance-$108.1M - 1,051 part#002TraditionalDB-$97.8M - 1,590 part#503Fully Insured-$7.5M - 1,089 lives

Retirement portfolio analytics

3 plans aggregated / $391.4M assets / 6,180 participants

Assets by plan

Share of aggregate retirement assets

47%top
  • WILDLIFE ALLIANCE 403(B) (#004)47%
  • FOR NON-UNION EMPLOYEES (#001)28%
  • FOR UNION EMPLOYEES (#002)25%
Total $391.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • WILDLIFE ALLIANCE 403(B) (#004)3,539
  • FOR UNION EMPLOYEES (#002)1,590
  • FOR NON-UNION EMPLOYEES (#001)1,051
Total 6,180Click row to drill in

Benefits portfolio analytics

1 plan / $7.5M premiums / 1,089 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.0M
  • Prescription drug$7.0M
  • Vision$4.5M
  • Other$461K
  • Life$396K
  • Short-term disability$257K
  • +2 more
Total $7.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • SHARP HEALTH PLAN57%
  • KAISER FOUNDATION HEALTH PLAN INC33%
  • HARTFORD LIFE AND ACCIDENT3%
  • HAWAII MEDICAL SERVICE ASSOCIATION2%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
  • +3 more
Total $7.5M8 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • ALLIANT INSURANCE SERVICES, INC.59%
  • SYNERGY ENROLLMENT AND BENEFITS LLC41%
Total $45K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

SAN DIEGO ZOO WILDLIFE ALLIANCE 403(B) PLAN

403b

Assets$185.5M
Participants3,539
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ZOOLOGICAL SOCIETY OF SAN DIEGO RESTATED PENSION PLAN FOR NON-UNION EMPLOYEES

CashBalance

Assets$108.1M
Participants1,051
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ZOOLOGICAL SOCIETY OF SAN DIEGO RESTATED PENSION PLAN FOR UNION EMPLOYEES

TraditionalDB

Assets$97.8M
Participants1,590
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

ZOOLOGICAL SOCIETY OF SAN DIEGO GROUP INSURANCE PLAN

Fully Insured - SHARP HEALTH PLAN

Premiums$7.5M
Covered lives1,089
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
004SAN DIEGO ZOO WILDLIFE ALLIANCE 403(B) PLAN403b$185.5M3,5392024
001ZOOLOGICAL SOCIETY OF SAN DIEGO RESTATED PENSION PLAN FOR NON-UNION EMPLOYEESCashBalance$108.1M1,0512024
002ZOOLOGICAL SOCIETY OF SAN DIEGO RESTATED PENSION PLAN FOR UNION EMPLOYEESTraditionalDB$97.8M1,5902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503ZOOLOGICAL SOCIETY OF SAN DIEGO GROUP INSURANCE PLANFully InsuredSHARP HEALTH PLAN$7.5M1,0892024
Retirement plans
Welfare plans
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