Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$771K
- Prescription drug$771K
- Dental$63K
- Vision$28K
- Other$25K
- Life$20K
- +2 more
Sponsor portfolio
ST. ANNE SCHOOL
EIN 33-0518794education managementLatest filing 2025
Plans
2
Retirement
1
$6.1M assets
Welfare
1
$846K premiums
Participants
305
32451 BEAR BRAND RD - LAGUNA NIGUEL, CA 92677949-276-6747st-anne.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $846K premiums / 107 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- UNITEDHEALTHCARE INSURANCE COMPANY91%
- DELTA DENTAL OF CALIFORNIA5%
- METROPOLITAN LIFE INSURANCE COMPANY3%
- EYEMED VISION CARE1%
- SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION0%
Broker market share
Schedule A broker compensation
94%top
- DIGITAL INSURANCE LLC94%
- CENTRO BENEFITS RESEARCH LLC3%
- ENROLLEASE3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ST. ANNE SCHOOL 401K PLAN
401k
Assets$6.1M
Participants200
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ST ANNE SCHOOL HEALTH AND WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$846K
Covered lives107
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ST. ANNE SCHOOL 401K PLAN | 401k | $6.1M | 200 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ST ANNE SCHOOL HEALTH AND WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $846K | 107 | 2025 |
Retirement plans
Welfare plans