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Sponsor portfolioTH

THE NUEVA SCHOOL

EIN 94-1633387-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$41.0M assets
Welfare
1
$3.8M premiums
Participants
747
6565 SKYLINE BLVD - HILLSBOROUGH, CA 940106221650-350-4600nuevaschool.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403b-$41.0M - 509 part#501Fully Insured-$3.8M - 475 lives

Benefits portfolio analytics

1 plan / $3.8M premiums / 475 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.5M
  • Prescription drug$3.5M
  • Dental$200K
  • Other$106K
  • Life$71K
  • Long-term disability$71K
  • +1 more
Total $3.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • CALIFORNIA PHYSICIANS SERVICE49%
  • KAISER FOUNDATION HEALTH PLAN INC42%
  • DELTA DENTAL OF CALIFORNIA5%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • AMERITAS LIFE INSURANCE CORP.1%
  • +1 more
Total $3.8M6 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • IMA, INC.88%
  • HUB INTERNATIONAL MIDWEST LIMITED12%
Total $225K2 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

THE NUEVA SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$41.0M
Participants509
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE NUEVA SCHOOL HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - CALIFORNIA PHYSICIANS' SERVICE

Premiums$3.8M
Covered lives475
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE NUEVA SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN403b$41.0M5092025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE NUEVA SCHOOL HEALTH AND WELFARE BENEFIT PLANFully InsuredCALIFORNIA PHYSICIANS' SERVICE$3.8M4752025
Retirement plans
Welfare plans
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