Santa Clara University

Benefits - Summary Plan Documents

Department of Human Resources

Summary Plan Documents

Insured Plans

Name of Plan Plan Number Plan Year Ends Insurer Policy Number Format
Santa Clara University
Group Medical Care Plan
 501  12/31 Blue Cross HMO 175028H001 PDF
Santa Clara University
Group Medical Care Plan
 501  12/31 Blue Cross PPO
(HIA)
175028 PDF
Santa Clara University
Group Medical Care Plan
 501  12/31 Blue Cross PPO
(Traditional)
175028M007 PDF
Santa Clara University
Group Medical Care Plan
 501  12/31 Kaiser Foundation
Health Plan (non-union)
979 PDF
Santa Clara University
Delta Dental PPO Plan
 501  12/31 Delta Dental 4224-0005 PDF
Santa Clara University
Group Medical and Dental Care Plan
 501  12/31/05 Vision Service Plan 12081648 PDF
Santa Clara University
Welfare Benefit Plan
 501  12/31 United Behavioral Health N/A PDF
Santa Clara University
Long-Term Disability Plan
 501  12/31 Met Life 104767-1-G PDF
Santa Clara University
Employee Term Life, Accidental Death and Dismemberment and Dependents Term Life coverage...
 501  12/31 Met Life 104767-1-G PDF


Pension Plans

Name of Plan Plan Number Plan Year Ends Type of Plan Format
Santa Clara University
Tax-Deferred Annuity Plan - 403(b)
 001  12/31 Tax-Deferred Annuity  PDF
Santa Clara University
Defined Contribution Retirement Plan - 401(a)
 002  12/31 Defined Contribution  PDF

ERISA Information

Your plan has been established under the guidelines of ERISA (Employee Retirement Income Security Act of 1974). ERISA requires that certain disclosures be made to plan participants. The following provides this information.

Plan Sponsor

President & Board of Trustees Santa Clara College
dba Santa Clara University
Santa Clara, CA 95053

Plan Administrator

Human Resources

Agent for Service of Legal Process

Human Resources,
Santa Clara University,
Santa Clara, CA 95053

Employer Identification Number


94-1156617

Source of Funding

The plans are funded by both employee and Santa Clara University contributions. Contributions required of employees are determined by Santa Clara University and are subject to periodic change.

Review of Legal Documents

If you wish to review or obtain copies of the legal documents for these plans, you may do so by contacting the plan administrator. In addition, you may request a copy of Form 5500, which Santa Clara University files with the Department of Labor each year. This form describes the financial condition of each plan. If you wish to correspond with a government agency regarding these plans, you should refer to the employer identification number and plan number.