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
Sponsor portfolioTH
HEAD-ROYCE SCHOOL
EIN 94-1518656Latest filing 2025
Plans
2
Retirement
1
$89.0M assets
Welfare
1
$2.0M premiums
Participants
636
4315 LINCOLN AVENUE - OAKLAND, CA 94602510-531-1300
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.0M premiums / 186 covered livesCarrier market share
Premium dollars by Schedule A carrier
53%top
- BLUE CROSS OF CALIFORNIA53%
- KAISER FOUNDATION HEALTH PLAN INC41%
- UNITED OF OMAHA LIFE INSURANCE COMPANY5%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
72%top
- FILICE INSURANCE AGENCY72%
- ACRISURE LLC28%
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 HEAD-ROYCE SCHOOL 403(B) PLAN
403b
Assets$89.0M
Participants447
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
HEAD-ROYCE SCHOOL WELFARE BENEFITS PLAN
Mixed - BLUE CROSS OF CALIFORNIA
Premiums$2.0M
Covered lives186
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE HEAD-ROYCE SCHOOL 403(B) PLAN | 403b | $89.0M | 447 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | HEAD-ROYCE SCHOOL WELFARE BENEFITS PLAN | Mixed | BLUE CROSS OF CALIFORNIA | $2.0M | 186 | 2025 |
Retirement plans
Welfare plans