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Sponsor portfolio

WOODBURY UNIVERSITY

EIN 95-2786163-higher education-Latest filing 2025
Plans
3
Retirement
2
$45.9M assets
Welfare
1
$1.5M premiums
Participants
593
7500 GLENOAKS - BURBANK, CA 915107846818-767-0888woodbury.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
3 filings
#003403b-$27.9M - 339 part#001TraditionalDB-$17.9M - 254 part#503Fully Insured-$1.5M - 199 lives

Retirement portfolio analytics

2 plans aggregated / $45.9M assets / 593 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • PLAN FOR EMPLOYEES (#003)61%
  • OF WOODBURY UNIVERSITY (#001)39%
Total $45.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
61%top
  • TIAA61%
  • (Not disclosed)39%
Total $45.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN FOR EMPLOYEES (#003)339
  • OF WOODBURY UNIVERSITY (#001)254
Total 593Click row to drill in

Benefits portfolio analytics

1 plan / $1.5M premiums / 199 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Life$73K
  • Short-term disability$73K
  • Long-term disability$73K
  • Other$73K
  • Dental$72K
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • BLUE CROSS OF CALIFORNIA60%
  • KAISER FOUNDATION HEALTH PLAN INC29%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA5%
  • DELTA DENTAL OF CALIFORNIA5%
  • VISION SERVICE PLAN1%
Total $1.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • ALLIANT INSURANCE SERVICES, INC.66%
  • LOCKTON COMPANIES, LLC34%
  • IMG0%
Total $65K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

WOODBURY UNIVERSITY 403(B) RETIREMENT PLAN FOR EMPLOYEES

403b

Assets$27.9M
Participants339
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PENSION PLAN FOR EMPLOYEES OF WOODBURY UNIVERSITY

TraditionalDB

Assets$17.9M
Participants254
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

WOODBURY UNIVERSITY EMPLOYEE BENEFIT PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$1.5M
Covered lives199
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003WOODBURY UNIVERSITY 403(B) RETIREMENT PLAN FOR EMPLOYEES403b$27.9M3392024
001PENSION PLAN FOR EMPLOYEES OF WOODBURY UNIVERSITYTraditionalDB$17.9M2542025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503WOODBURY UNIVERSITY EMPLOYEE BENEFIT PLANFully InsuredBLUE CROSS OF CALIFORNIA$1.5M1992024
Retirement plans
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