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Sponsor portfolio

UNIVERSITY PREPARATORY ACADEMY

EIN 91-0974344-Latest filing 2025
Plans
2
Retirement
1
$39.9M assets
Welfare
1
$2.1M premiums
Participants
453
8000 25TH AVENUE NE - SEATTLE, WA 98115206-525-2714
Plans on this EIN
2 filings
#001401k-$39.9M - 304 part#501Fully Insured-$2.1M - 203 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 203 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Prescription drug$1.9M
  • Dental$127K
  • Other$43K
  • Life$40K
  • Long-term disability$40K
  • +1 more
Total $2.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • KAISER FOUNDATION HEALTH PLAN INC91%
  • DELTA DENTAL OF CALIFORNIA6%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY2%
  • VISION SERVICE PLAN1%
  • CURALINC HEALTHCARE0%
Total $2.1M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $9K1 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

UNIVERSITY PREPARATORY ACADEMY 401(K) RETIREMENT PLAN & TRUST

401k

Assets$39.9M
Participants304
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNIVERSITY PREPARATORY ACADEMY HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION OF HEALTH PLANS OF WASHINGTON OPTIONS, INC.

Premiums$2.1M
Covered lives203
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNIVERSITY PREPARATORY ACADEMY 401(K) RETIREMENT PLAN & TRUST401k$39.9M3042024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNIVERSITY PREPARATORY ACADEMY HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION OF HEALTH PLANS OF WASHINGTON OPTIONS, INC.$2.1M2032025
Retirement plans
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