Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$737K
- Prescription drug$737K
- Dental$79K
- Vision$79K
- Other$47K
- Short-term disability$21K
- +1 more
Sponsor portfolio
PORTVIEW PREPARATORY, INC.
EIN 46-3883876Educational ServicesLatest filing 2025
Plans
2
Retirement
1
$3.0M assets
Welfare
1
$885K premiums
Participants
307
1361 VALENCIA AVENUE - TUSTIN, CA 92780714-410-4051
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $885K premiums / 204 covered livesCarrier market share
Premium dollars by Schedule A carrier
83%top
- BLUE CROSS OF CALIFORNIA83%
- ANTHEM LIFE INSURANCE COMPANY9%
- UNITED OF OMAHA LIFE INSURANCE COMPANY8%
- HEALTH AND HUMAN RESOURCE CENTER0%
Broker market share
Schedule A broker compensation
67%top
- GAMIE, LLC67%
- REUBEN WARNER ASSOCIATES, INC.24%
- ENHANCED BENEFITS INSURANCE SOL9%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PORT VIEW PREPARATORY 401(K) PLAN
401k
Assets$3.0M
Participants149
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PORT VIEW PREPARATORY WELFARE BENEFIT PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$885K
Covered lives204
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PORT VIEW PREPARATORY 401(K) PLAN | 401k | $3.0M | 149 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PORT VIEW PREPARATORY WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $885K | 204 | 2025 |
Retirement plans
Welfare plans