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  2. THE J. PAUL GETTY TRUST
Sponsor portfolioTH

THE J. PAUL GETTY TRUST

EIN 95-1790021-Arts, Entertainment, and Recreation-Latest filing 2024
Plans
3
Retirement
2
$477.9M assets
Welfare
1
$18.4M premiums
Participants
5,562
1200 GETTY CENTER DR STE 400 - LOS ANGELES, CA 900491694310-440-6886
Plans on this EIN
3 filings
#002403b-$271.5M - 2,111 part#003ProfitSharing-$206.5M - 2,141 part#501Fully Insured-$18.4M - 2,538 lives

Retirement portfolio analytics

2 plans aggregated / $477.9M assets / 4,252 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • EMPLOYEE INVESTMENT PLAN (#002)57%
  • CONTRIBUTION RETIREMENT PLAN (#003)43%
Total $477.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTION RETIREMENT PLAN (#003)2,141
  • EMPLOYEE INVESTMENT PLAN (#002)2,111
Total 4,252Click row to drill in

Benefits portfolio analytics

1 plan / $18.4M premiums / 2,538 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$15.5M
  • Prescription drug$15.5M
  • Dental$2.2M
  • Life$2.2M
  • Other$2.2M
  • Long-term disability$368K
  • +1 more
Total $18.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • UNITEDHEALTHCARE INSURANCE COMPANY84%
  • METROPOLITAN LIFE INSURANCE COMPANY12%
  • STANDARD INSURANCE COMPANY2%
  • VISION SERVICE PLAN2%
  • ZURICH AMERICAN INSURANCE COMPANY0%
Total $18.4M5 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

THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN

403b

Assets$271.5M
Participants2,111
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN

ProfitSharing

Assets$206.5M
Participants2,141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE J. PAUL GETTY TRUST HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE OF CALIFORNIA

Premiums$18.4M
Covered lives2,538
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN403b$271.5M2,1112024
003THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLANProfitSharing$206.5M2,1412024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE J. PAUL GETTY TRUST HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE OF CALIFORNIA$18.4M2,5382024
Retirement plans
Welfare plans
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