Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Prescription drug$1.6M
- Dental$149K
- Life$112K
- Short-term disability$112K
- Long-term disability$112K
- +2 more
Sponsor portfolioTH
THE OVERLAKE SCHOOL
EIN 91-0814431primary/secondary educationLatest filing 2025
Plans
2
Retirement
1
$45.0M assets
Welfare
1
$1.9M premiums
Participants
496
20301 NE 108TH STREET - REDMOND, WA 980537499425-868-1000overlake.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.9M premiums / 212 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- KAISER FOUNDATION HEALTH PLAN INC85%
- DELTA DENTAL OF CALIFORNIA8%
- SUN LIFE ASSURANCE COMPANY OF CANADA6%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
96%top
- PROPEL INSURANCE AGENCY, LLC96%
- WATCHTOWER TECHNOLOGIES INC2%
- GCG FINANCIAL LLC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OVERLAKE SCHOOL 403(B)
403b
Assets$45.0M
Participants371
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE OVERLAKE SCHOOL EMPLOYEE BENEFIT PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC.
Premiums$1.9M
Covered lives212
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OVERLAKE SCHOOL 403(B) | 403b | $45.0M | 371 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE OVERLAKE SCHOOL EMPLOYEE BENEFIT PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. | $1.9M | 212 | 2025 |
Retirement plans
Welfare plans