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Sponsor portfolio

EDUPOINT EDUCATIONAL SYSTEMS, LLC

EIN 33-0738523-information services-Latest filing 2025
Plans
2
Retirement
1
$32.1M assets
Welfare
1
$4.7M premiums
Participants
589
101 PACIFICA SUITE 240 - IRVINE, CA 92618949-458-0900edupoint.comLinkedIn201-500 employeesinformation services
Plans on this EIN
2 filings
#001401k-$32.1M - 305 part#501Fully Insured-$4.7M - 519 lives

Benefits portfolio analytics

1 plan / $4.7M premiums / 519 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.5M
  • Dental$4.5M
  • Prescription drug$4.5M
  • Life$91K
  • Other$91K
  • Short-term disability$64K
  • +2 more
Total $4.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • AETNA LIFE INSURANCE COMPANY95%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY4%
  • VISION SERVICE PLAN1%
Total $4.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • PATRIOT GROWTH INSURANCE SERVICES99%
  • GALLAGHER BENEFIT SERVICES, INC.1%
Total $254K2 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

EDUPOINT EDUCATIONAL SYSTEMS, LLC 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$32.1M
Participants305
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EDUPOINT EDUCATIONAL SYSTEMS, LLC WELFARE BENEFITS PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$4.7M
Covered lives519
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EDUPOINT EDUCATIONAL SYSTEMS, LLC 401(K) RETIREMENT SAVINGS PLAN401k$32.1M3052024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EDUPOINT EDUCATIONAL SYSTEMS, LLC WELFARE BENEFITS PLANFully InsuredAETNA LIFE INSURANCE COMPANY$4.7M5192025
Retirement plans
Welfare plans
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