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Sponsor portfolioTH

CALIFORNIA INSTITUTE OF THE ARTS

EIN 95-6102146-higher education-Latest filing 2025
Plans
2
Retirement
1
$97.0M assets
Welfare
1
$45K premiums
Participants
1,351
24700 MCBEAN PARKWAY - VALENCIA, CA 91355661-253-7837calarts.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
2 filings
#001403b-$97.0M - 799 part#501Mixed-$45K - 549 lives

Benefits portfolio analytics

1 plan / $45K premiums / 549 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$25K
  • Other$20K
  • Life$18K
  • Vision$17K
  • Long-term disability$17K
Total $45K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • DELTA DENTAL OF CALIFORNIA56%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA38%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
Total $45K3 slices

Broker market share

Schedule A broker compensation

Split broker
45%top
  • MCGRIFF INSURANCE SERVICES INC45%
  • MARSH & MCLENNAN AGENCY LLC39%
  • LOCKTON COMPANIES, LLC16%
Total $6K3 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

CALIFORNIA INSTITUTE OF THE ARTS RETIREMENT PLAN

403b

Assets$97.0M
Participants799
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CALIFORNIA INSTITUTE OF THE ARTS SPY

Mixed - DELTA DENTAL OF CALIFORNIA

Premiums$45K
Covered lives549
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CALIFORNIA INSTITUTE OF THE ARTS RETIREMENT PLAN403b$97.0M7992024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CALIFORNIA INSTITUTE OF THE ARTS SPYMixedDELTA DENTAL OF CALIFORNIA$45K5492025
Retirement plans
Welfare plans
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