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Sponsor portfolio

SONORAN SCHOOLS

EIN 45-2210319-education management-Latest filing 2025
Plans
2
Retirement
1
$8.5M assets
Welfare
1
$1.5M premiums
Participants
488
1018 EAST GUADALUPE ROAD - TEMPE, AZ 85283480-940-5440sonoranschools.orgLinkedIn201-500 employeeseducation management
Plans on this EIN
2 filings
#001401k-$8.5M - 268 part#501Fully Insured-$1.5M - 311 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 311 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Dental$1.3M
  • Prescription drug$1.3M
  • Other$156K
  • Vision$123K
  • Life$123K
  • +2 more
Total $1.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • METROPOLITAN LIFE INSURANCE COMPANY11%
Total $1.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • HUB INTERNATIONAL MIDWEST LIMITED90%
  • JAMES R NELLIGAN & ASSOCIATES LLC10%
Total $103K2 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

SONORAN SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$8.5M
Participants268
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SONORAN SCHOOLS HEALTH & WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ARIZONA

Premiums$1.5M
Covered lives311
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SONORAN SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST401k$8.5M2682025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SONORAN SCHOOLS HEALTH & WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF ARIZONA$1.5M3112025
Retirement plans
Welfare plans
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