Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Prescription drug$1.1M
- Other$172K
- Dental$153K
- Vision$145K
- Life$145K
- +2 more
Sponsor portfolioTH
SAGE HILL SCHOOL
EIN 33-0729698education managementLatest filing 2025
Plans
2
Retirement
1
$29.0M assets
Welfare
1
$1.3M premiums
Participants
341
20402 NEWPORT COAST DR - NEWPORT COAST, CA 92657949-219-0100sagehillschool.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 181 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- CALIFORNIA PHYSICIANS SERVICE86%
- METROPOLITAN LIFE INSURANCE COMPANY11%
- RELIASTAR LIFE INSURANCE COMPANY2%
- SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION1%
Broker market share
Schedule A broker compensation
93%top
- DIGITAL INSURANCE LLC93%
- CENTRO BENEFITS RESEARCH LLC7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SAGE HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
403b
Assets$29.0M
Participants224
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SAGE HILL SCHOOL WELFARE BENEFIT PLAN
Fully Insured - CALIFORNIA PHYSICIANS SERVICE
Premiums$1.3M
Covered lives181
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SAGE HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | 403b | $29.0M | 224 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SAGE HILL SCHOOL WELFARE BENEFIT PLAN | Fully Insured | CALIFORNIA PHYSICIANS SERVICE | $1.3M | 181 | 2025 |
Retirement plans
Welfare plans