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Sponsor portfolioTH

THE RAND CORPORATION

EIN 95-1958142-non-profit organization management-Latest filing 2025
Plans
4
Retirement
2
$1.26B assets
Welfare
2
$12.1M premiums
Participants
9,614
POST OFFICE BOX 2138 - SANTA MONICA, CA 904072138310-393-0411rand.orgLinkedIn1001-5000 employeesnon-profit organization management
Plans on this EIN
4 filings
#002ProfitSharing-$655.7M - 3,999 part#003403b-$602.0M - 3,214 part#515Mixed-$12.0M - 2,791 lives#513Fully Insured-$81K - 26 lives

Retirement portfolio analytics

2 plans aggregated / $1.26B assets / 7,213 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • QUALIFIED RETIREMENT PLAN (#002)52%
  • CORPORATION 403(B) Savings (#003)48%
Total $1.26BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • THE VANGUARD GROUP, INC.100%
Total $1.26BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • QUALIFIED RETIREMENT PLAN (#002)3,999
  • CORPORATION 403(B) Savings (#003)3,214
Total 7,213Click row to drill in

Benefits portfolio analytics

2 plans / $12.1M premiums / 2,817 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.9M
  • Stop-loss$1.4M
  • Other$918K
  • Life$786K
  • Long-term disability$526K
  • Vision$280K
Total $12.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
40%top
  • KAISER FOUNDATION HEALTH PLAN INC40%
  • UPMC HEALTH OPTIONS34%
  • RELIASTAR LIFE INSURANCE COMPANY12%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA4%
  • +2 more
Total $12.1M7 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • WILLIS TOWERS WATSON US LLC99%
  • REUBEN WARNER ASSOCIATES, INC.1%
Total $210K2 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 RAND CORPORATION 401(A) QUALIFIED RETIREMENT PLAN

ProfitSharing

Assets$655.7M
Participants3,999
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

THE RAND CORPORATION 403(B) SAVINGS PLAN

403b

Assets$602.0M
Participants3,214
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#515

GROUP WELFARE BENEFIT PLAN

Mixed - UPMC HEALTH OPTIONS

Premiums$12.0M
Covered lives2,791
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#513

RETIREE GROUP MEDICAL BENEFITS PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$81K
Covered lives26
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE RAND CORPORATION 401(A) QUALIFIED RETIREMENT PLANProfitSharing$655.7M3,9992024
003THE RAND CORPORATION 403(B) SAVINGS PLAN403b$602.0M3,2142024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
515GROUP WELFARE BENEFIT PLANMixedUPMC HEALTH OPTIONS$12.0M2,7912025
513RETIREE GROUP MEDICAL BENEFITS PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC.$81K262025
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