Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$170K
- Life$35K
- Other$35K
- Long-term disability$26K
- Vision$20K
- Short-term disability$11K
Sponsor portfolio
JSERRA CATHOLIC HIGH SCHOOL
EIN 33-0901351primary/secondary educationLatest filing 2025
Plans
2
Retirement
1
$10.7M assets
Welfare
1
$262K premiums
Participants
477
26351 JUNIPERO SERRA RD - SAN JUAN CAPISTRANO, CA 92675949-493-9307jserra.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $262K premiums / 181 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY100%
- CALIFORNIA PHYSICIANS SERVICE0%
Broker market share
Schedule A broker compensation
90%top
- GALLAGHER BENEFIT SERVICES, INC.90%
- FMLASOURCE INC10%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JSERRA CATHOLIC HIGH SCHOOL 401(K) SAVINGS PLAN
401k
Assets$10.7M
Participants286
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JSERRA CATHOLIC HIGH SCHOOL WRAP BENEFITS PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$262K
Covered lives181
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JSERRA CATHOLIC HIGH SCHOOL 401(K) SAVINGS PLAN | 401k | $10.7M | 286 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JSERRA CATHOLIC HIGH SCHOOL WRAP BENEFITS PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $262K | 181 | 2025 |
Retirement plans
Welfare plans