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Sponsor portfolioTH

THE CALIFORNIA ENDOWMENT

EIN 95-4523232-public relations and communications-Latest filing 2024
Plans
3
Retirement
2
$85.5M assets
Welfare
1
$1.5M premiums
Participants
596
1000 NORTH ALAMEDA STREET - LOS ANGELES, CA 90012213-928-8800LinkedIn1-10 employeespublic relations and communications
Plans on this EIN
3 filings
#001401k-$63.3M - 235 part#004CashBalance-$22.2M - 214 part#503Fully Insured-$1.5M - 330 lives

Retirement portfolio analytics

2 plans aggregated / $85.5M assets / 449 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • CALIFORNIA ENDOWMENT 401(K) (#001)74%
  • CASH BALANCE PLAN (#004)26%
Total $85.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CALIFORNIA ENDOWMENT 401(K) (#001)235
  • CASH BALANCE PLAN (#004)214
Total 449Click row to drill in

Benefits portfolio analytics

1 plan / $1.5M premiums / 330 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Dental$208K
  • Vision$208K
  • Other$80K
  • Life$50K
  • +2 more
Total $1.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • KAISER FOUNDATION HEALTH PLAN INC77%
  • AMERITAS LIFE INSURANCE CORP.14%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
  • AFLAC1%
  • +2 more
Total $1.5M7 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • MCGRIFF INSURANCE SERVICES INC93%
  • JULIE S KRAUS4%
  • CN BENEFITS INC1%
  • BRADLEY IAN WITT1%
  • HUB INTERNATIONAL MIDWEST LIMITED0%
  • +3 more
Total $52K8 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

THE CALIFORNIA ENDOWMENT 401(K)

401k

Assets$63.3M
Participants235
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

THE CALIFORNIA ENDOWMENT CASH BALANCE PLAN

CashBalance

Assets$22.2M
Participants214
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

THE CALIFORNIA ENDOWMENT FLEXIBLE BENEFITS PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC

Premiums$1.5M
Covered lives330
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE CALIFORNIA ENDOWMENT 401(K)401k$63.3M2352024
004THE CALIFORNIA ENDOWMENT CASH BALANCE PLANCashBalance$22.2M2142024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503THE CALIFORNIA ENDOWMENT FLEXIBLE BENEFITS PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC$1.5M3302024
Retirement plans
Welfare plans
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