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Sponsor portfolioTH

CRYSTAL SPRINGS UPLANDS SCHOOL

EIN 94-1247265-philanthropy-Latest filing 2025
Plans
2
Retirement
1
$49.0M assets
Welfare
1
$2.2M premiums
Participants
421
400 UPLANDS DRIVE - HILLSBOROUGH, CA 940106946650-342-4175LinkedIn51-200 employeesphilanthropy
Plans on this EIN
2 filings
#001403b-$49.0M - 285 part#501Fully Insured-$2.2M - 157 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 157 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Prescription drug$2.1M
  • Other$44K
  • Life$34K
  • Long-term disability$27K
  • Dental$19K
  • +2 more
Total $2.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • HEALTH NET95%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY3%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • VISION SERVICE PLAN0%
Total $2.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • YOLANDA ALCALA76%
  • IMA, INC.24%
  • ANN LORENE FOLETTI0%
Total $127K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CRYSTAL SPRINGS UPLANDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$49.0M
Participants285
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CRYSTAL SPRINGS UPLANDS SCHOOL HEALTH AND WELFARE PLAN

Fully Insured - HEALTH NET

Premiums$2.2M
Covered lives157
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CRYSTAL SPRINGS UPLANDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN403b$49.0M2852024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CRYSTAL SPRINGS UPLANDS SCHOOL HEALTH AND WELFARE PLANFully InsuredHEALTH NET$2.2M1572025
Retirement plans
Welfare plans
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