Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$305K
- Prescription drug$305K
- Dental$74K
- Vision$74K
- Other$33K
- Life$24K
- +1 more
Sponsor portfolio
OAK GROVE INSTITUTE FOUNDATION INC.
EIN 33-0470446non-profit organization managementLatest filing 2025
Plans
2
Retirement
1
$4.9M assets
Welfare
1
$1.4M premiums
Participants
756
24275 JEFFERSON AVENUE - MURRIETA, CA 92562951-677-5599oakgroveinstitute.comLinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 344 covered livesCarrier market share
Premium dollars by Schedule A carrier
70%top
- ANTHEM LIFE INSURANCE COMPANY70%
- KAISER FOUNDATION HEALTH PLAN INC22%
- AMERITAS LIFE INSURANCE CORP.5%
- UNITED OF OMAHA LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
100%top
- DIGITAL INSURANCE LLC100%
- ENROLLEASE0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
OAK GROVE INSTITUTE FOUNDATION, INC. 401(K) PLAN
401k
Assets$4.9M
Participants420
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
OAK GROVE BENEFIT PLAN
Fully Insured - ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY
Premiums$1.4M
Covered lives344
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | OAK GROVE INSTITUTE FOUNDATION, INC. 401(K) PLAN | 401k | $4.9M | 420 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | OAK GROVE BENEFIT PLAN | Fully Insured | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $1.4M | 344 | 2025 |
Retirement plans
Welfare plans