# THE CALTECH RETIREE HEALTH AND LIFE BENEFITS PROGRAM FOR JPL RETIREES

Health and welfare plan sponsored by **BOARD OF TRUSTEES, CALIFORNIA INSTITUTE OF TECHNOLOGY**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | BOARD OF TRUSTEES, CALIFORNIA INSTITUTE OF TECHNOLOGY |
| EIN | 376581075 |
| Plan number | 603 |
| Plan year | 2025 |
| Location | SAN DIEGO, CA |
| Industry | Educational Services |
| Funding | fully insured |
| Total premiums | $13.2M |
| Participants | 3,064 |
| Persons covered | 3,064 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| AETNA LIFE INSURANCE COMPANY | Health, Dental, Vision, Life, PPO, HMO |
| KAISER PERMANENTE | Health, HMO |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life |

## Brokers

| Broker | Placed with |
|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | UNUM LIFE INSURANCE COMPANY OF AMERICA |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/376581075-603
- Cite as: PlanOptica, https://planoptica.com/welfare/376581075-603
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