PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CALIFORNIA CHARTER SCHOOLS EWBT
Sponsor portfolio

CALIFORNIA CHARTER SCHOOLS EWBT

EIN 61-6357929-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$334K assets
Welfare
1
$11.7M premiums
Participants
1,751
PO BOX 2080 - FOLSOM, CA 95763916-515-0505
Plans on this EIN
2 filings
#001401k-$334K - 6 part#501Mewa-$11.7M - 1,443 lives

Benefits portfolio analytics

1 plan / $11.7M premiums / 1,443 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$11.3M
  • Vision$181K
  • Life$137K
  • Dental$54K
Total $11.7M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • KAISER FOUNDATION HEALTH PLAN INC97%
  • VISION SERVICE PLAN2%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • DELTA DENTAL OF CALIFORNIA0%
Total $11.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • HUB INTERNATIONAL MIDWEST LIMITED95%
  • DANONE SIMPSON INSURANCE SERVICES1%
  • ZACHARY HUNYADI ALICEA1%
  • ONE SOURCE ADVISORS INC1%
  • ONE SOURCE ADVISORS, LLC AND AGENTS1%
  • +3 more
Total $12K8 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

CALIFORNIA CHARTER SCHOOLS ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$334K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CCSA EMPLOYEE BENEFIT WELFARE TRUST DBA CHARTERLIFE C/O BRMS

Mewa - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$11.7M
Covered lives1,443
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CALIFORNIA CHARTER SCHOOLS ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST401k$334K62024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CCSA EMPLOYEE BENEFIT WELFARE TRUST DBA CHARTERLIFE C/O BRMSMewaKAISER FOUNDATION HEALTH PLAN, INC.$11.7M1,4432024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica