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Sponsor portfolio

CALIBER PUBLIC SCHOOLS

EIN 46-1219795-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$7.6M assets
Welfare
1
$1.7M premiums
Participants
560
3260 BLUME DRIVE, SUITE 120 - RICHMOND, CA 94806510-904-1699caliberschools.orgLinkedIn201-500 employeesprimary/secondary education
Plans on this EIN
2 filings
#001401k-$7.6M - 319 part#503Mixed-$1.7M - 251 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 251 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Other$110K
  • Life$102K
  • Short-term disability$102K
  • Long-term disability$102K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • KAISER FOUNDATION HEALTH PLAN INC92%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
  • VISION SERVICE PLAN1%
  • CONCERN EAP0%
Total $1.7M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • VITA INSURANCE ASSOCIATES, INC.100%
Total $125K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CALIBER PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$7.6M
Participants319
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

THE CALIBER PUBLIC SCHOOLS EMPLOYEE BENEFIT PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$1.7M
Covered lives251
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CALIBER PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST401k$7.6M3192024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503THE CALIBER PUBLIC SCHOOLS EMPLOYEE BENEFIT PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$1.7M2512025
Retirement plans
Welfare plans
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