PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SACRAMENTO COUNTRY DAY SCHOOL
Sponsor portfolio

SACRAMENTO COUNTRY DAY SCHOOL

EIN 94-1597352-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$19.2M assets
Welfare
1
$1.3M premiums
Participants
309
2636 LATHAM DR. - SACRAMENTO, CA 958647105916-481-8811saccds.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403b-$19.2M - 202 part#501Fully Insured-$1.3M - 107 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 107 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Dental$140K
  • Life$140K
  • Long-term disability$140K
  • Other$140K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • KAISER FOUNDATION HEALTH PLAN INC45%
  • SUTTER HEALTH PLAN35%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
  • WESTERN HEALTH ADVANTAGE8%
  • VISION SERVICE PLAN1%
Total $1.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • DIGITAL INSURANCE LLC64%
  • ENROLLEASE28%
  • CENTRO BENEFITS RESEARCH LLC8%
  • EMPLOYERS SELECT INSURANCE SERVICES-0%
Total $77K4 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

SACRAMENTO COUNTRY DAY SCHOOL

403b

Assets$19.2M
Participants202
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SACRAMENTO COUNTRY DAY SCHOOL HEALTH AND WELFARE

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC

Premiums$1.3M
Covered lives107
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SACRAMENTO COUNTRY DAY SCHOOL403b$19.2M2022024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SACRAMENTO COUNTRY DAY SCHOOL HEALTH AND WELFAREFully InsuredKAISER FOUNDATION HEALTH PLAN INC$1.3M1072025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica