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  2. Fielding Graduate University
  • Retirement analytics
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Filings through Oct 24, 2026.

Fielding Graduate University

EIN 95-2882724-higher education-Latest filing 2025
Plans
3
Retirement
2
$45.6M assets
Health & Benefits
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
#001403(b)-$43.3M - 290 part#002401(k)-$2.3M - 64 part#501Fully insured-$2.4M - 277 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $45.6M assets / 354 participants

Assets by plan

Share of aggregate retirement assets

  • GRADUATE UNIVERSITY 403(B) (#001)$43.3M
  • 401(A) DC PLAN (#002)$2.3M
Total $45.6MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • TIAA$43.3M
  • (Not disclosed)$2.3M
Total $45.6MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • GRADUATE UNIVERSITY 403(B) (#001)290
  • 401(A) DC PLAN (#002)64
Total 354Select a row to open it

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

FIELDING GRADUATE UNIVERSITY 403(B) PLAN

403(b)

Assets$43.3M
Participants290
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

FIELDING GRADUATE UNIVERSITY 401(A) DC PLAN

401(k)

Assets$2.3M
Participants64
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

FIELDING GRADUATE UNIVERSITY WELFARE BENEFIT PLAN

Fully insured - AETNA LIFE INSURANCE COMPANY

Premiums$2.4M
Covered lives277
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001FIELDING GRADUATE UNIVERSITY 403(B) PLAN403(b)$43.3M2902025
#002FIELDING GRADUATE UNIVERSITY 401(A) DC PLAN401(k)$2.3M642025
  • FIELDING GRADUATE UNIVERSITY 403(B) PLAN$43.3M
    #001 · 403(b) · 2025290
  • FIELDING GRADUATE UNIVERSITY 401(A) DC PLAN$2.3M
    #002 · 401(k) · 202564

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501FIELDING GRADUATE UNIVERSITY WELFARE BENEFIT PLANFully insuredAETNA LIFE INSURANCE COMPANY$2.4M2772025
  • FIELDING GRADUATE UNIVERSITY WELFARE BENEFIT PLAN$2.4M
    #501 · Fully insured · AETNA LIFE INSURANCE COMPANY · 2025277
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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