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Sponsor portfolio

FIELDING GRADUATE UNIVERSITY

EIN 95-2882724-higher education-Latest filing 2025
Plans
3
Retirement
2
$45.6M assets
Welfare
1
$2.4M premiums
Participants
489
2020 DE LA VINA ST. - SANTA BARBARA, CA 93105805-898-4018fielding.eduLinkedIn51-200 employeeshigher education
Plans on this EIN
3 filings
#001403b-$43.3M - 290 part#002401k-$2.3M - 64 part#501Fully Insured-$2.4M - 277 lives

Retirement portfolio analytics

2 plans aggregated / $45.6M assets / 354 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • GRADUATE UNIVERSITY 403(B) (#001)95%
  • 401(A) DC PLAN (#002)5%
Total $45.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
95%top
  • TIAA95%
  • (Not disclosed)5%
Total $45.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GRADUATE UNIVERSITY 403(B) (#001)290
  • 401(A) DC PLAN (#002)64
Total 354Click row to drill in

Benefits portfolio analytics

1 plan / $2.4M premiums / 277 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Prescription drug$2.3M
  • Dental$2.0M
  • Other$69K
  • Life$32K
  • Long-term disability$18K
  • +1 more
Total $2.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • AETNA LIFE INSURANCE COMPANY96%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY4%
  • ACI SPECIALTY BENEFITS0%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
  • HARTFORD LIFE AND ACCIDENT0%
Total $2.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • HUB INTERNATIONAL MIDWEST LIMITED96%
  • HCM UNLOCKED4%
  • ASSUREDPARTNERS0%
Total $150K3 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

FIELDING GRADUATE UNIVERSITY 403(B) PLAN

403b

Assets$43.3M
Participants290
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FIELDING GRADUATE UNIVERSITY 401(A) DC PLAN

401k

Assets$2.3M
Participants64
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FIELDING GRADUATE UNIVERSITY WELFARE BENEFIT PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$2.4M
Covered lives277
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FIELDING GRADUATE UNIVERSITY 403(B) PLAN403b$43.3M2902025
002FIELDING GRADUATE UNIVERSITY 401(A) DC PLAN401k$2.3M642025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FIELDING GRADUATE UNIVERSITY WELFARE BENEFIT PLANFully InsuredAETNA LIFE INSURANCE COMPANY$2.4M2772025
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