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Filings through Oct 24, 2026.

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The Head-Royce School

EIN 94-1518656-Educational Services-Latest filing 2025
Plans
2
Retirement
1
$96.2M assets
Health & Benefits
1
$2.0M premiums
Participants
639
4315 LINCOLN AVE. - OAKLAND, CA 94602510-531-1300
Plans on this EIN
2 filings
#001403(b)-$96.2M - 450 part#502Mixed-$2.0M - 186 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $2.0M premiums / 186 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Life$43K
  • Other$43K
  • Long-term disability$38K
  • Short-term disability$26K
  • +1 more
Total $2.0M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

THE HEAD-ROYCE SCHOOL 403(B) PLAN

403(b)

Assets$96.2M
Participants450
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

HEAD-ROYCE SCHOOL WELFARE BENEFITS PLAN

Mixed - BLUE CROSS OF CALIFORNIA

Premiums$2.0M
Covered lives186
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001THE HEAD-ROYCE SCHOOL 403(B) PLAN403(b)$96.2M4502025
  • THE HEAD-ROYCE SCHOOL 403(B) PLAN$96.2M
    #001 · 403(b) · 2025450

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502HEAD-ROYCE SCHOOL WELFARE BENEFITS PLANMixedBLUE CROSS OF CALIFORNIA$2.0M1862025
  • HEAD-ROYCE SCHOOL WELFARE BENEFITS PLAN$2.0M
    #502 · Mixed · BLUE CROSS OF CALIFORNIA · 2025186
Retirement plans
Health & Benefits plans

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