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Sponsor portfolioTH

LICK WILMERDING HIGH SCHOOL

EIN 94-1186156-education management-Latest filing 2025
Plans
2
Retirement
1
$48.8M assets
Welfare
1
$1.9M premiums
Participants
438
755 OCEAN AVENUE - SAN FRANCISCO, CA 94112lwhs.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filings
#001403b-$48.8M - 326 part#501Mixed-$1.9M - 130 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 130 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Life$59K
  • Short-term disability$59K
  • Long-term disability$59K
  • Other$59K
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • KAISER FOUNDATION HEALTH PLAN INC64%
  • UNITEDHEALTHCARE INSURANCE COMPANY32%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • VISION SERVICE PLAN1%
Total $1.9M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $76K1 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

THE LICK-WILMERDING HIGH SCHOOL RETIREMENT PLAN

403b

Assets$48.8M
Participants326
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LICK WILMERDING BENEFIT PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN INC

Premiums$1.9M
Covered lives130
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE LICK-WILMERDING HIGH SCHOOL RETIREMENT PLAN403b$48.8M3262024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LICK WILMERDING BENEFIT PLANMixedKAISER FOUNDATION HEALTH PLAN INC$1.9M1302025
Retirement plans
Welfare plans
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