PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. California State University, Long Beach Research Foundation
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

California State University, Long Beach Research Foundation

EIN 95-6106694-higher education-Latest filing 2025
Plans
6
Retirement
1
$34.8M assets
Health & Benefits
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
#005403(b)-$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

Health & Benefits portfolio - carriers, brokers and premium across this company's 5 health and benefits plans.

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
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#005

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

403(b)

Assets$34.8M
Participants430
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

CSULB RESEARCH FOUNDATION MEDICAL INSURANCE PLAN

Fully insured - BLUE CROSS OF CALIFORNIA

Premiums$1.9M
Covered lives86
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505

CSULB RESEARCH FOUNDATION DENTAL PLAN

Fully insured - DELTA DENTAL OF CALIFORNIA

Premiums$88K
Covered lives103
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504

CSULB RESEARCH FOUNDATION VISION PLAN

Fully insured - VISION SERVICE PLAN

Premiums$19K
Covered lives103
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

CSULB RESEARCH FOUNDATION LTD PLAN

Fully insured - THE HARTFORD

Premiums$16K
Covered lives113
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

CSULB RESEARCH FOUNDATION LIFE AD&D INSURANCE PLAN

Fully insured - THE HARTFORD

Premiums$13K
Covered lives113
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#005CALIFORNIA STATE UNIVERSITY, LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN403(b)$34.8M4302025
  • CALIFORNIA STATE UNIVERSITY, LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN$34.8M
    #005 · 403(b) · 2025430

Health & Benefits plans

5 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest 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
  • CSULB RESEARCH FOUNDATION MEDICAL INSURANCE PLAN$1.9M
    #502 · Fully insured · BLUE CROSS OF CALIFORNIA · 202486
  • CSULB RESEARCH FOUNDATION DENTAL PLAN$88K
    #505 · Fully insured · DELTA DENTAL OF CALIFORNIA · 2024103
  • CSULB RESEARCH FOUNDATION VISION PLAN$19K
    #504 · Fully insured · VISION SERVICE PLAN · 2024103
  • CSULB RESEARCH FOUNDATION LTD PLAN$16K
    #501 · Fully insured · THE HARTFORD · 2024113
  • CSULB RESEARCH FOUNDATION LIFE AD&D INSURANCE PLAN$13K
    #503 · Fully insured · THE HARTFORD · 2024113
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica