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Sponsor portfolio

ROBERT LOUIS STEVENSON SCHOOL

EIN 94-1218745-Latest filing 2025
Plans
2
Retirement
1
$59.2M assets
Welfare
1
$4.3M premiums
Participants
572
3152 FOREST LAKE ROAD - PEBBLE BEACH, CA 93953831-625-8307
Plans on this EIN
2 filings
#001403b-$59.2M - 436 part#501Fully Insured-$4.3M - 378 lives

Benefits portfolio analytics

1 plan / $4.3M premiums / 378 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.2M
  • Dental$4.2M
  • Vision$4.2M
  • Prescription drug$4.2M
  • Life$114K
  • Long-term disability$114K
  • +1 more
Total $4.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • BLUE CROSS OF CALIFORNIA97%
  • ANTHEM LIFE INSURANCE COMPANY3%
Total $4.3M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $163K1 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

ROBERT LOUIS STEVENSON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$59.2M
Participants436
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ROBERT LOUIS STEVENSON SCHOOL HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$4.3M
Covered lives378
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ROBERT LOUIS STEVENSON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN403b$59.2M4362024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ROBERT LOUIS STEVENSON SCHOOL HEALTH AND WELFARE PLANFully InsuredBLUE CROSS OF CALIFORNIA$4.3M3782025
Retirement plans
Welfare plans
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