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Sponsor portfolioTH

OAK HALL PRIVATE SCHOOL

EIN 59-1289155-education management-Latest filing 2025
Plans
2
Retirement
1
$22.8M assets
Welfare
1
$1.2M premiums
Participants
499
1700 SW 75TH AVENUE - GAINESVILLE, FL 32607352-332-3609LinkedIn51-200 employeeseducation management
Plans on this EIN
2 filings
#001403b-$22.8M - 348 part#501Fully Insured-$1.2M - 144 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 144 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Dental$122K
  • Vision$122K
  • Life$122K
  • Short-term disability$122K
  • +2 more
Total $1.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ASSUREDPARTNERS100%
Total $57K1 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

OAK HALL PRIVATE SCHOOL 403(B) DC AND TDA PLAN

403b

Assets$22.8M
Participants348
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OAK HALL SCHOOL FLEXIBLE COMPENSATION PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$1.2M
Covered lives144
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OAK HALL PRIVATE SCHOOL 403(B) DC AND TDA PLAN403b$22.8M3482025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OAK HALL SCHOOL FLEXIBLE COMPENSATION PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$1.2M1442025
Retirement plans
Welfare plans
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