PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Sage Hill School
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Sage Hill School

EIN 33-0729698-education management-Latest filing 2025
Plans
2
Retirement
1
$35.2M assets
Health & Benefits
1
$1.3M premiums
Participants
352
20402 NEWPORT COAST DR - NEWPORT COAST, CA 926570300949-219-0100sagehillschool.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filings
#001403(b)-$35.2M - 235 part#501Fully insured-$1.3M - 181 lives

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

Benefits portfolio analytics

1 plan / $1.3M premiums / 181 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Other$180K
  • Dental$158K
  • Vision$150K
  • Life$150K
  • +2 more
Total $1.2M8 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

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

Retirement#001

SAGE HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

403(b)

Assets$35.2M
Participants235
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

SAGE HILL SCHOOL WELFARE BENEFIT PLAN

Fully insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$1.3M
Covered lives181
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SAGE HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN403(b)$35.2M2352025
  • SAGE HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN$35.2M
    #001 · 403(b) · 2025235

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501SAGE HILL SCHOOL WELFARE BENEFIT PLANFully insuredCALIFORNIA PHYSICIANS SERVICE$1.3M1812025
  • SAGE HILL SCHOOL WELFARE BENEFIT PLAN$1.3M
    #501 · Fully insured · CALIFORNIA PHYSICIANS SERVICE · 2025181
Retirement plans
Health & Benefits plans

On this page

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

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica