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Sponsor portfolioTH

CALIFORNIA STATE UNIVERSITY, LONG BEACH RESEARCH FOUNDATION

EIN 95-6106694-higher education-Latest filing 2025
Plans
6
Retirement
1
$34.8M assets
Welfare
5
$2.0M premiums
Participants
1,011
6300 STATE UNIVERSITY DR. STE 332 - LONG BEACH, CA 90815562-985-5537LinkedIn1-10 employeeshigher education
Plans on this EIN
6 filings
#005403b-$34.8M - 430 part#502Fully Insured-$1.9M - 86 lives#505Fully Insured-$88K - 103 lives#504Fully Insured-$19K - 103 lives#501Fully Insured-$16K - 113 lives#503Fully Insured-$13K - 113 lives

Benefits portfolio analytics

5 plans / $2.0M premiums / 518 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Long-term disability$16K
  • Life$13K
Total $2.0M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • BLUE CROSS OF CALIFORNIA53%
  • KAISER FOUNDATION HEALTH PLAN INC40%
  • DELTA DENTAL OF CALIFORNIA4%
  • HARTFORD LIFE AND ACCIDENT1%
  • VISION SERVICE PLAN1%
Total $2.0M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $9541 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

CALIFORNIA STATE UNIVERSITY, LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$34.8M
Participants430
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CSULB RESEARCH FOUNDATION MEDICAL INSURANCE PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$1.9M
Covered lives86
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

CSULB RESEARCH FOUNDATION DENTAL PLAN

Fully Insured - DELTA DENTAL OF CALIFORNIA

Premiums$88K
Covered lives103
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

CSULB RESEARCH FOUNDATION VISION PLAN

Fully Insured - VISION SERVICE PLAN

Premiums$19K
Covered lives103
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

CSULB RESEARCH FOUNDATION LTD PLAN

Fully Insured - THE HARTFORD

Premiums$16K
Covered lives113
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

CSULB RESEARCH FOUNDATION LIFE AD&D INSURANCE PLAN

Fully Insured - THE HARTFORD

Premiums$13K
Covered lives113
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
005CALIFORNIA STATE UNIVERSITY, LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN403b$34.8M4302025

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CSULB RESEARCH FOUNDATION MEDICAL INSURANCE PLANFully InsuredBLUE CROSS OF CALIFORNIA$1.9M862024
505CSULB RESEARCH FOUNDATION DENTAL PLANFully InsuredDELTA DENTAL OF CALIFORNIA$88K1032024
504CSULB RESEARCH FOUNDATION VISION PLANFully InsuredVISION SERVICE PLAN$19K1032024
501CSULB RESEARCH FOUNDATION LTD PLANFully InsuredTHE HARTFORD$16K1132024
503CSULB RESEARCH FOUNDATION LIFE AD&D INSURANCE PLANFully InsuredTHE HARTFORD$13K1132024
Retirement plans
Welfare plans
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