Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $45.9M assets / 593 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $1.5M premiums / 199 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
403(b)
Traditional DB
Fully insured - BLUE CROSS OF CALIFORNIA
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | WOODBURY UNIVERSITY 403(B) RETIREMENT PLAN FOR EMPLOYEES | 403(b) | $27.9M | 339 | 2024 |
| #001 | PENSION PLAN FOR EMPLOYEES OF WOODBURY UNIVERSITY | Traditional DB | $17.9M | 254 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | WOODBURY UNIVERSITY EMPLOYEE BENEFIT PLAN | Fully insured | BLUE CROSS OF CALIFORNIA | $1.5M | 199 | 2024 |