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Sponsor portfolioWelfare / HealthEIN 95-1643307

CALIFORNIA INSTITUTE OF TECHNOLOGY

1200 EAST CALIFORNIA BOULEVARD · PASADENA, CA 91125
6263953421
Plans filed
3
Years active
2015–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$67.9M
No prior year
Persons covered
13,266
No prior year
Total participants
16,349
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #601$64.0M
CONSOLIDATED WELFARE PLAN OF THE CALIFORNIA INSTITUTE OF TECHNOLOGY
Fully insured12,203 covered·8 carriers
Primary: KAISER FOUNDATION HEALTH PLAN, INC.
Plan #602$3.8M
CALTECH RETIREE HEALTH AND LIFE BENEFITS PROGRAM
Fully insured1,063 covered·4 carriers
Primary: AETNA LIFE INSURANCE COMPANY
Plan #604$0
CALIFORNIA INSTITUTE OF TECHNOLOGY SEVERANCE PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$57.5M38.8%
Prescription drug$54.4M36.7%
Other$8.7M5.9%
Life$8.6M5.8%
Short-term disability$8.6M5.8%
Long-term disability$8.6M5.8%
Vision$1.3M0.9%
Dental$438K0.3%

Carrier overview

8 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$37.3M54.9%235,208
ANTHEM LIFE INSURANCE COMPANY
EIN 953760980
HRx
$17.7M26.1%111,779
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$8.6M12.7%2213,266
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HRxDV
$2.7M4.0%114677
VISION SERVICE PLAN
EIN 941632821
V
$1.3M1.9%117,204
SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION
EIN 952879515
D
$199K0.3%111,248
ZURICH AMERICAN INSURANCE COMPANY
EIN 364233459
Oth
$39K0.1%118,387
HARTFORD LIFE AND ACCIDENT
EIN 060838648
Oth
$13K0.0%118,387

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.ESCONDIDO, CAUNUM LIFE INSURANCE COMPANY OF AMERICA, KAISER FOUNDATION HEALTH PLAN OF WASHINGTON, HARTFORD LIFE AND ACCIDENT, SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION, ZURICH AMERICAN INSURANCE COMPANY$625K$154K$779K100.0%2

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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