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OCCIDENTAL COLLEGE

EIN 95-1667177-higher education-Latest filing 2025
Plans
8
Retirement
1
$320.8M assets
Welfare
7
$23.1M premiums
Participants
2,536
1600 CAMPUS ROAD - LOS ANGELES, CA 90041323-259-2500oxy.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
8 filings
#002403b-$320.8M - 1,819 part#501Mixed-$11.6M - 1,029 lives#511Fully Insured-$5.7M - 325 lives#515Fully Insured-$5.1M - 564 lives#510Fully Insured-$475K - 1,039 lives#507Fully Insured-$117K - 694 lives#503Mixed-$99K - 694 lives#504Mixed-694 lives

Benefits portfolio analytics

7 plans / $23.1M premiums / 5,039 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$10.8M
  • Prescription drug$10.8M
  • Dental$483K
  • Other$327K
  • Life$249K
  • Long-term disability$249K
  • +1 more
Total $11.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • BLUE CROSS OF CALIFORNIA47%
  • KAISER FOUNDATION HEALTH PLAN INC45%
  • DELTA DENTAL OF CALIFORNIA4%
  • STANDARD INSURANCE COMPANY2%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • +2 more
Total $11.6M7 slices

Broker market share

Schedule A broker compensation

Split broker
62%top
  • BROWN & BROWN INSURANCE SERVICES62%
  • HUB INTERNATIONAL MIDWEST LIMITED38%
  • REUBEN WARNER ASSOCIATES, INC.0%
Total $20K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

OCCIDENTAL COLLEGE 403(B) RETIREMENT PLAN

403b

Assets$320.8M
Participants1,819
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OCCIDENTAL COLLEGE HEALTH AND WELFARE PLAN

Mixed - BLUE SHIELD OF CALIFORNIA

Premiums$11.6M
Covered lives1,029
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

OCCIDENTAL COLLEGE KAISER HEALTH PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$5.7M
Covered lives325
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#515

OCCIDENTAL COLLEGE GROUP MEDICAL PLAN

Fully Insured - CALIFORNIA PHYSICIANS' SERVICE

Premiums$5.1M
Covered lives564
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

OCCIDENTAL COLLEGE GROUP DENTAL PLAN

Fully Insured - DELTA DENTAL OF CALIFORNIA

Premiums$475K
Covered lives1,039
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

OCCIDENTAL COLLEGE GROUP LIFE INSURANCE PLAN

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$117K
Covered lives694
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

OCCIDENTAL COLLEGE TOTAL DISABILITY INSURANCE PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$99K
Covered lives694
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

OCCIDENTAL COLLEGE BUSINESS TRAVEL ACCIDENT PLAN

Mixed - HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY

Premiums$0
Covered lives694
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002OCCIDENTAL COLLEGE 403(B) RETIREMENT PLAN403b$320.8M1,8192024

Welfare plans7

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OCCIDENTAL COLLEGE HEALTH AND WELFARE PLANMixedBLUE SHIELD OF CALIFORNIA$11.6M1,0292025
511OCCIDENTAL COLLEGE KAISER HEALTH PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$5.7M3252024
515OCCIDENTAL COLLEGE GROUP MEDICAL PLANFully InsuredCALIFORNIA PHYSICIANS' SERVICE$5.1M5642024
510OCCIDENTAL COLLEGE GROUP DENTAL PLANFully InsuredDELTA DENTAL OF CALIFORNIA$475K1,0392024
507OCCIDENTAL COLLEGE GROUP LIFE INSURANCE PLANFully InsuredSTANDARD INSURANCE COMPANY$117K6942024
503OCCIDENTAL COLLEGE TOTAL DISABILITY INSURANCE PLANMixedSTANDARD INSURANCE COMPANY$99K6942024
504OCCIDENTAL COLLEGE BUSINESS TRAVEL ACCIDENT PLANMixedHARTFORD LIFE AND ACCIDENT INSURANCE COMPANY$06942024
Retirement plans
Welfare plans
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