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Sponsor portfolioTH

CURTIS SCHOOL FOUNDATION

EIN 51-0188298-Educational Services-Latest filing 2025
Plans
2
Retirement
1
$37.9M assets
Welfare
1
$1.7M premiums
Participants
309
15871 MULHOLLAND DR - LOS ANGELES, CA 90049310-476-1251
Plans on this EIN
2 filings
#001403b-$37.9M - 202 part#501Fully Insured-$1.7M - 166 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 166 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Dental$121K
  • Vision$121K
  • Life$121K
  • Long-term disability$121K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • CALIFORNIA PHYSICIANS SERVICE93%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
Total $1.7M2 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • DIGITAL INSURANCE LLC94%
  • CENTRO BENEFITS RESEARCH LLC6%
Total $135K2 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

CURTIS SCHOOL DEFINED CONTRIBUTION & TAX DEFERRED ANNUITY PLAN

403b

Assets$37.9M
Participants202
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CURTIS SCHOOL FOUNDATION WELFARE BENEFITS PLAN

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$1.7M
Covered lives166
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CURTIS SCHOOL DEFINED CONTRIBUTION & TAX DEFERRED ANNUITY PLAN403b$37.9M2022025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CURTIS SCHOOL FOUNDATION WELFARE BENEFITS PLANFully InsuredCALIFORNIA PHYSICIANS SERVICE$1.7M1662025
Retirement plans
Welfare plans
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