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Sponsor portfolio

JESUIT HIGH SCHOOL OF SACRAMENTO

EIN 94-1525873-religious institutions-Latest filing 2025
Plans
4
Retirement
2
$33.9M assets
Welfare
2
$1.3M premiums
Participants
422
1200 JACOB LANE - CARMICHAEL, CA 95608916-482-6060LinkedIn51-200 employeesreligious institutions
Plans on this EIN
4 filings
#002403b-$27.2M - 162 part#001MoneyPurchase-$6.6M - 135 part#501Fully Insured-$1.3M - 243 lives#502Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $33.9M assets / 297 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • EMPLOYEE RETIREMENT PLAN (#002)80%
  • 401A DC PLAN (#001)20%
Total $33.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
80%top
  • AMERICAN UNITED LIFE INSURANCE CO80%
  • (Not disclosed)20%
Total $33.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE RETIREMENT PLAN (#002)162
  • 401A DC PLAN (#001)135
Total 297Click row to drill in

Benefits portfolio analytics

2 plans / $1.3M premiums / 243 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Dental$121K
  • Other$41K
  • Life$31K
  • Vision$16K
  • +2 more
Total $1.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • SUTTER HEALTH PLAN85%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY12%
  • VISION SERVICE PLAN1%
  • SUN LIFE ASSURANCE COMPANY OF CANADA1%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • FILICE INSURANCE AGENCY60%
  • ACRISURE LLC40%
Total $3K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

JESUIT HIGH SCHOOL OF SACRAMENTO EMPLOYEE RETIREMENT PLAN

403b

Assets$27.2M
Participants162
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JESUIT HIGH SCHOOL OF SACRAMENTO 401A DC PLAN

MoneyPurchase

Assets$6.6M
Participants135
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JESUIT HIGH SCHOOL OF SACRAMENTO WELFARE BENEFITS PLAN

Fully Insured - SUTTER HEALTH PLAN

Premiums$1.3M
Covered lives243
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

JESUIT HIGH SCHOOL EARLY RETIREE HEALTH PROGRAM

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JESUIT HIGH SCHOOL OF SACRAMENTO EMPLOYEE RETIREMENT PLAN403b$27.2M1622024
001JESUIT HIGH SCHOOL OF SACRAMENTO 401A DC PLANMoneyPurchase$6.6M1352024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JESUIT HIGH SCHOOL OF SACRAMENTO WELFARE BENEFITS PLANFully InsuredSUTTER HEALTH PLAN$1.3M2432025
502JESUIT HIGH SCHOOL EARLY RETIREE HEALTH PROGRAMSelf Funded-$002025
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