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Sponsor portfolioTH

CASTILLEJA SCHOOL FOUNDATION

EIN 94-0373222-Latest filing 2025
Plans
2
Retirement
1
$66.7M assets
Welfare
1
$2.9M premiums
Participants
461
1310 BRYANT STREET - PALO ALTO, CA 94301650-328-3160
Plans on this EIN
2 filings
#001403b-$66.7M - 333 part#501Fully Insured-$2.9M - 124 lives

Benefits portfolio analytics

1 plan / $2.9M premiums / 124 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Prescription drug$2.7M
  • Dental$235K
  • Life$235K
  • Long-term disability$235K
  • Other$235K
  • +1 more
Total $2.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • BLUE CROSS OF CALIFORNIA58%
  • KAISER FOUNDATION HEALTH PLAN INC34%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
  • VISION SERVICE PLAN0%
Total $2.9M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ASSUREDPARTNERS100%
Total $99K1 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

CASTILLEJA SCHOOL FOUNDATION DC PLAN

403b

Assets$66.7M
Participants333
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CASTILLEJA SCHOOL FOUNDATION WELFARE BENEFIT PLAN

Fully Insured - CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA)

Premiums$2.9M
Covered lives124
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CASTILLEJA SCHOOL FOUNDATION DC PLAN403b$66.7M3332024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CASTILLEJA SCHOOL FOUNDATION WELFARE BENEFIT PLANFully InsuredCALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA)$2.9M1242025
Retirement plans
Welfare plans
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