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Sponsor portfolioTH

THE J. PAUL GETTY TRUST

EIN 95-1790021-Arts, Entertainment, and Recreation-Latest filing 2025
Plans
3
Retirement
2
$564.2M assets
Welfare
1
$18.8M premiums
Participants
5,592
NANCY GIBSON, 1200 GETTY CENTER DR STE 400 - LOS ANGELES, CA 900491694310-440-6886
Plans on this EIN
3 filings
#002403b-$315.4M - 2,129 part#003ProfitSharing-$248.8M - 2,139 part#501Fully Insured-$18.8M - 2,584 lives

Retirement portfolio analytics

2 plans aggregated / $564.2M assets / 4,268 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • EMPLOYEE INVESTMENT PLAN (#002)56%
  • CONTRIBUTION RETIREMENT PLAN (#003)44%
Total $564.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTION RETIREMENT PLAN (#003)2,139
  • EMPLOYEE INVESTMENT PLAN (#002)2,129
Total 4,268Click row to drill in

Benefits portfolio analytics

1 plan / $18.8M premiums / 2,584 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$15.6M
  • Prescription drug$15.6M
  • Other$2.4M
  • Dental$2.4M
  • Life$2.4M
  • Long-term disability$457K
  • +1 more
Total $18.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • UNITEDHEALTHCARE INSURANCE COMPANY83%
  • METROPOLITAN LIFE INSURANCE COMPANY13%
  • STANDARD INSURANCE COMPANY2%
  • VISION SERVICE PLAN2%
  • ZURICH AMERICAN INSURANCE COMPANY0%
Total $18.8M5 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$315.4M
Participants2,129
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$248.8M
Participants2,139
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$18.8M
Covered lives2,584
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN403b$315.4M2,1292025
003THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLANProfitSharing$248.8M2,1392025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE J. PAUL GETTY TRUST HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE OF CALIFORNIA$18.8M2,5842025
Retirement plans
Welfare plans
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