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Sponsor portfolio

POWERSCHOOL GROUP LLC

EIN 47-4429364-e-learning-Latest filing 2025
Plans
2
Retirement
1
$222.5M assets
Welfare
1
$3.0M premiums
Participants
4,110
150 PARKSHORE DR. - FOLSOM, CA 95630916-288-1500k12planet.comLinkedIn1001-5000 employeese-learning
Plans on this EIN
2 filings
#001401k-$222.5M - 2,595 part#501Fully Insured-$3.0M - 3,482 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 3,482 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.3M
  • Other$961K
  • Life$520K
  • Health$349K
  • Vision$321K
  • Long-term disability$252K
  • +1 more
Total $3.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
41%top
  • DELTA DENTAL OF CALIFORNIA41%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY37%
  • KAISER FOUNDATION HEALTH PLAN INC9%
  • VISION SERVICE PLAN9%
  • HAWAII MEDICAL SERVICE ASSOCIATION2%
  • +2 more
Total $3.0M7 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • LOCKTON COMPANIES, LLC99%
  • INTERMEDIARY SOLUTIONS COMPANY1%
Total $225K2 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

POWERSCHOOL GROUP LLC 401(K) PLAN

401k

Assets$222.5M
Participants2,595
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

POWERSCHOOL GROUP LLC HEALTH AND WELFARE PLAN

Fully Insured - DELTA DENTAL OF CALIFORNIA

Premiums$3.0M
Covered lives3,482
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001POWERSCHOOL GROUP LLC 401(K) PLAN401k$222.5M2,5952024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501POWERSCHOOL GROUP LLC HEALTH AND WELFARE PLANFully InsuredDELTA DENTAL OF CALIFORNIA$3.0M3,4822025
Retirement plans
Welfare plans
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