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Filings through Oct 24, 2026.

Inclusive Education and Commun

EIN 27-0039995-Other Services (except Public Administration)-Latest filing 2025
Plans
3
Retirement
2
$32.9M assets
Health & Benefits
1
$1.2M premiums
Participants
902
2323 ROOSEVELT BLVD APT 3 - OXNARD, CA 930354480805-985-4808
Plans on this EIN
3 filings
#002ESOP-$30.1M - 378 part#001401(k)-$2.8M - 412 part#501Fully insured-$1.2M - 170 lives

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

Retirement portfolio analytics

2 plans aggregated / $32.9M assets / 790 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#002)$30.1M
  • PLAN & TRUST (#001)$2.8M
Total $32.9MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$30.1M
  • PAYCHEX, INC.$2.8M
Total $32.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)412
  • EMPLOYEE STOCK OWNERSHIP (#002)378
Total 790Select a row to open it

Benefits portfolio analytics

1 plan / $1.2M premiums / 170 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Dental$1.2M
  • Prescription drug$1.2M
  • Vision$18K
  • Life$15K
  • Other$15K
  • +1 more
Total $1.2M7 rows
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Plan summaries

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

Retirement#002

IECP EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$30.1M
Participants378
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

INCLUSIVE EDUCATION AND COMMUNITY PARTNERSHIP 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$2.8M
Participants412
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

INCLUSIVE EDUCATION & COMMUNITY PARTNERSHIP

Fully insured - BLUE CROSS OF CALIFORNIA

Premiums$1.2M
Covered lives170
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002IECP EMPLOYEE STOCK OWNERSHIP PLANESOP$30.1M3782025
#001INCLUSIVE EDUCATION AND COMMUNITY PARTNERSHIP 401(K) PROFIT SHARING PLAN & TRUST401(k)$2.8M4122025
  • IECP EMPLOYEE STOCK OWNERSHIP PLAN$30.1M
    #002 · ESOP · 2025378
  • INCLUSIVE EDUCATION AND COMMUNITY PARTNERSHIP 401(K) PROFIT SHARING PLAN & TRUST$2.8M
    #001 · 401(k) · 2025412

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501INCLUSIVE EDUCATION & COMMUNITY PARTNERSHIPFully insuredBLUE CROSS OF CALIFORNIA$1.2M1702025
  • INCLUSIVE EDUCATION & COMMUNITY PARTNERSHIP$1.2M
    #501 · Fully insured · BLUE CROSS OF CALIFORNIA · 2025170
Retirement plans
Health & Benefits plans

On this page

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