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LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION AT HARBOR-UCLA MEDICAL C

EIN 95-2138184-Latest filing 2025
Plans
3
Retirement
2
$200.4M assets
Welfare
1
$5.2M premiums
Participants
2,046
1124 W. CARSON STREET - TORRANCE, CA 905022006213-748-7285
Plans on this EIN
3 filings
#001403b-$149.3M - 1,256 part#002403b-$51.2M - 268 part#514Fully Insured-$5.2M - 790 lives

Retirement portfolio analytics

2 plans aggregated / $200.4M assets / 1,524 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • DEFINED CONTRIBUTION PLAN (#001)74%
  • FACULTY RETIREMENT PLAN (#002)26%
Total $200.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED CONTRIBUTION PLAN (#001)1,256
  • FACULTY RETIREMENT PLAN (#002)268
Total 1,524Click row to drill in

Benefits portfolio analytics

1 plan / $5.2M premiums / 790 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.6M
  • Dental$368K
  • Other$299K
  • Life$286K
  • Short-term disability$286K
  • Long-term disability$286K
Total $5.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • KAISER FOUNDATION HEALTH PLAN INC87%
  • DELTA DENTAL OF CALIFORNIA7%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
  • EYEMED VISION CARE0%
Total $5.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • GALLAGHER BENEFIT SERVICES, INC.99%
  • CHRISTA G AUFDEMBERG INC1%
Total $172K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION AT HARBOR-UCLA MEDICAL CENTER DEFINED CONTRIBUTION PLAN

403b

Assets$149.3M
Participants1,256
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION AT HARBOR-UCLA MEDICAL CENTER 403(B) PART-TIME FACULTY RETIREMENT PLAN

403b

Assets$51.2M
Participants268
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#514

LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION AT HARBOR-UCLA MEDICAL CENTER HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC

Premiums$5.2M
Covered lives790
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION AT HARBOR-UCLA MEDICAL CENTER DEFINED CONTRIBUTION PLAN403b$149.3M1,2562024
002LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION AT HARBOR-UCLA MEDICAL CENTER 403(B) PART-TIME FACULTY RETIREMENT PLAN403b$51.2M2682024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
514LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION AT HARBOR-UCLA MEDICAL CENTER HEALTH AND WELFARE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC$5.2M7902025
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