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  2. SAN DIEGO STATE UNIVERSITY FOUNDATION
Sponsor portfolioTH

SAN DIEGO STATE UNIVERSITY FOUNDATION

EIN 95-6042721-Educational Services-Latest filing 2024
Plans
3
Retirement
1
$294.9M assets
Welfare
2
$14.5M premiums
Participants
7,449
5250 CAMPANILE DR - SAN DIEGO, CA 921821945619-594-4139
Plans on this EIN
3 filings
#001403b-$294.9M - 6,374 part#502Fully Insured-$14.2M - 1,072 lives#504Fully Insured-$273K - 96 lives

Benefits portfolio analytics

2 plans / $14.5M premiums / 1,168 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$13.9M
  • Prescription drug$13.9M
  • Dental$8.5M
  • Vision$5.4M
  • Other$335K
  • Life$287K
  • +1 more
Total $14.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY59%
  • KAISER FOUNDATION HEALTH PLAN INC38%
  • HARTFORD LIFE AND ACCIDENT3%
  • VISION SERVICE PLAN1%
  • HEALTH AND HUMAN RESOURCE CENTER0%
Total $14.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • ALLIANT INSURANCE SERVICES, INC.84%
  • AIT SERVICES LLC10%
  • EOI SERVICE COMPANY INC5%
Total $377K3 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

SAN DIEGO STATE UNIVERSITY FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$294.9M
Participants6,374
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SDSU RESEARCH FOUNDATION HEALTH & WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$14.2M
Covered lives1,072
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

SDSU FOUNDATION HEALTH VEBA PLAN FOR POST RETIREMENT HEALTH CARE BENEFITS

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$273K
Covered lives96
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAN DIEGO STATE UNIVERSITY FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN403b$294.9M6,3742024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SDSU RESEARCH FOUNDATION HEALTH & WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$14.2M1,0722024
504SDSU FOUNDATION HEALTH VEBA PLAN FOR POST RETIREMENT HEALTH CARE BENEFITSFully InsuredKAISER FOUNDATION HEALTH PLAN INC.$273K962024
Retirement plans
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