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Sponsor portfolio

THE PEGASUS SCHOOL

EIN 33-0162184-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$30.0M assets
Welfare
1
$1.7M premiums
Participants
369
19692 LEXINGTON LANE - HUNTINGTON BEACH, CA 926463763714-964-1224thepegasusschool.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403b-$30.0M - 249 part#501Fully Insured-$1.7M - 203 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 203 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Dental$95K
  • Life$38K
  • Long-term disability$38K
  • Other$38K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA2%
  • ANTHEM LIFE INSURANCE COMPANY1%
  • SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION0%
Total $1.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • ALLIANT INSURANCE SERVICES, INC.70%
  • REUBEN WARNER ASSOCIATES, INC.29%
  • COMPSYCH1%
  • IMG0%
Total $108K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE PEGASUS SCHOOL DC RETIREMENT PLAN

403b

Assets$30.0M
Participants249
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE PEGASUS SCHOOL HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$1.7M
Covered lives203
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE PEGASUS SCHOOL DC RETIREMENT PLAN403b$30.0M2492025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE PEGASUS SCHOOL HEALTH AND WELFARE PLANFully InsuredBLUE CROSS OF CALIFORNIA$1.7M2032025
Retirement plans
Welfare plans
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