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Sponsor portfolio

CAPISTRANO VALLEY CHRISTIAN SCHOOLS, INC.

EIN 86-1090779-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$5.1M assets
Welfare
1
$958K premiums
Participants
270
32032 DEL OBISPO STREET - SAN JUAN CAPISTRANO, CA 92675949-493-5683LinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403b-$5.1M - 162 part#501Fully Insured-$958K - 273 lives

Benefits portfolio analytics

1 plan / $958K premiums / 273 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$859K
  • Prescription drug$859K
  • Dental$99K
  • Vision$85K
  • Life$85K
  • Long-term disability$85K
  • +1 more
Total $958K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • AETNA LIFE INSURANCE COMPANY90%
  • METROPOLITAN LIFE INSURANCE COMPANY9%
  • SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION1%
Total $958K3 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • BURNHAM BENEFITS INSURANCE SERVICES48%
  • THE BALDWIN GROUP WEST LLC42%
  • GIS BENEFITS INC10%
Total $63K3 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

CAPISTRANO VALLEY CHRISTIANSCHOOLS, INC. 403(B) PLAN

403b

Assets$5.1M
Participants162
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAPISTRANO VALLEY CHRISTIAN SCHOOLS EMPLOYEE BENEFITS PLAN

Fully Insured - AETNA HEALTH, INC.

Premiums$958K
Covered lives273
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAPISTRANO VALLEY CHRISTIANSCHOOLS, INC. 403(B) PLAN403b$5.1M1622025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAPISTRANO VALLEY CHRISTIAN SCHOOLS EMPLOYEE BENEFITS PLANFully InsuredAETNA HEALTH, INC.$958K2732025
Retirement plans
Welfare plans
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