form5500lookup

Form 5500 · Employee benefit plan · REDWOOD CITY, CA

THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY

The filing calls this plan STANFORD UNIVERSITY POST-RETIREMENT AND POST-EMPLOYMENT BENEFIT PLAN.

Public Form 5500 records show how THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY of REDWOOD CITY, CA, a education employer, structures its employee benefits. Its broker of record is MERCER HEALTH & BENEFITS LLC. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 4 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Policy year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-1156365 · plan 516 · plan year 2025, filed May 20, 2026

Get an email when this employer files a new Form 5500, and again about four months before its plan renews.

5,257 other employer plans in California have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.

How this plan is funded

Both, as reported

The medical insurance contracts on the filing cover fewer than half the people in the plan, so the rest is paid another way.

A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.

All participants at the start of the year
5,309
Active at start of year
0
Active at end of year
0
Disclosed commissions
$9,519
Typical renewal
January 1

Benefits declared on this filing

Healthinsured — KAISER FOUNDATION HEALTH PLAN, INC.1,740 of 5,309 participants (33%) on the largest contract
Dentaldeclared, not on Schedule A
Visioninsured — HEALTH NET533 of 5,309 participants (10%) on the largest contract
Lifeinsured — PRUDENTIAL INSURANCE COMPANY OF AMERICA15 of 5,309 participants (0.3%)
Disabilitydeclared, not on Schedule A

Life: PRUDENTIAL INSURANCE COMPANY OF AMERICA covers 15 of 5,309 participants (0.3%) on Schedule A.

Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.

Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.

Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.

Plan brief

Schedule A lists 6 insured contracts covering health, vision and life; the largest, with KAISER FOUNDATION HEALTH PLAN, INC., covers 1,740 people.

The filing declares health, vision, life, dental and disability. Dental and disability appear with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.

Reported premium across the insured contracts is $8,178,863, with $9,519 in disclosed broker commissions — about 0.1% of premium.

The most recent policy period ended in December, and the plan year ends August 31. Group contracts typically renew on that annual cycle.

MERCER HEALTH & BENEFITS LLC is the broker of record on 1 of the 6 contracts; the rest name a different broker or none.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
VISION SERVICE PLANVision1,981Jan 1, 2025$317,393$9,519
KAISER FOUNDATION HEALTH PLAN, INC.Health1,740Jan 1, 2025$7,191,446$0
HEALTH NETHealth, Vision533Jan 1, 2025$338,634$0
KAISER FOUNDATION HEALTH PLAN, INC.Health62Jan 1, 2025$280,013$0
KAISER FOUNDATION HEALTH PLAN OF HAWAIIHealth2Sep 1, 2025$35,541$0
PRUDENTIAL INSURANCE COMPANY OF AMERICALife15Jan 1, 2025$15,836$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

CALIFORNIA PHYSICIANS' SERVICE
Contract administrator · EIN 94-0360524
$1,510,104
paid directly by the plan
DELTA DENTAL
Contract administrator · EIN 94-1461312
$188,259
paid directly by the plan
AETNA LIFE INSURANCE COMPANY
Contract administrator · EIN 06-6033492
$96,950
paid directly by the plan
VANGUARD FIDUCIARY TRUST
Named on Schedule C · EIN 23-2186884
$50,561
paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

Money the plan held and paid out

Plan assets at year end
$331,365,542
Paid out in benefits
$51,740,709
Paid to insurance carriersSchedule H, line 2e(2)
$11,331,617
Independent accountantEIN 30-1413443
BAKER TILLY US, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.

Other plans filed by this employer

How this plan compares

Subscribers see how this compares with similar plans in California. A subscription also adds this plan's filing history and the renewal calendar for its state. See plans and prices

Without an account you can open 10 employer, broker and carrier pages a day, including through an AI assistant, and 50 a day with a free account. Paid plans are what keep these records free to read.

Renewal calendar

5,257 other employer plans in California are January 1 renewals (policy year ends December).

Their policy years end in December, like this plan’s, so most renew January 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.

Claude & ChatGPT

Look up records from Claude or ChatGPT

Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.

Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both

More employer plans in California — largest plans, brokers, carriers and renewal months.