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  1. Companies/
  2. The California Endowment
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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The California Endowment

EIN 95-4523232-public relations and communications-Latest filing 2025
Plans
3
Retirement
2
$98.9M assets
Health & Benefits
1
$3.5M premiums
Participants
567
1000 NORTH ALAMEDA STREET - LOS ANGELES, CA 90012213-928-8800LinkedIn1-10 employeespublic relations and communications
Plans on this EIN
3 filings
#001401(k)-$75.0M - 229 part#004Cash balance-$23.9M - 209 part#503Fully insured-$3.5M - 305 lives

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

Retirement portfolio analytics

2 plans aggregated / $98.9M assets / 438 participants

Assets by plan

Share of aggregate retirement assets

  • CALIFORNIA ENDOWMENT 401(K) (#001)$75.0M
  • CASH BALANCE PLAN (#004)$23.9M
Total $98.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • CALIFORNIA ENDOWMENT 401(K) (#001)229
  • CASH BALANCE PLAN (#004)209
Total 438Select a row to open it

Benefits portfolio analytics

1 plan / $3.5M premiums / 305 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.2M
  • Prescription drug$1.2M
  • Dental$180K
  • Vision$180K
  • Other$80K
  • Life$45K
  • +2 more
Total $3.5M8 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

THE CALIFORNIA ENDOWMENT 401(K)

401(k)

Assets$75.0M
Participants229
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004

THE CALIFORNIA ENDOWMENT CASH BALANCE PLAN

Cash balance

Assets$23.9M
Participants209
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

THE CALIFORNIA ENDOWMENT FLEXIBLE BENEFITS PLAN

Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$3.5M
Covered lives305
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001THE CALIFORNIA ENDOWMENT 401(K)401(k)$75.0M2292025
#004THE CALIFORNIA ENDOWMENT CASH BALANCE PLANCash balance$23.9M2092025
  • THE CALIFORNIA ENDOWMENT 401(K)$75.0M
    #001 · 401(k) · 2025229
  • THE CALIFORNIA ENDOWMENT CASH BALANCE PLAN$23.9M
    #004 · Cash balance · 2025209

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#503THE CALIFORNIA ENDOWMENT FLEXIBLE BENEFITS PLANFully insuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$3.5M3052025
  • THE CALIFORNIA ENDOWMENT FLEXIBLE BENEFITS PLAN$3.5M
    #503 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025305
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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