PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Bentley School, Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Bentley School, Inc.

EIN 94-1700304-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$39.1M assets
Health & Benefits
1
$1.7M premiums
Participants
566
1000 UPPER HAPPY VALLEY ROAD - LAFAYETTE, CA 94549925-900-4086bentleyschool.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403(b)-$39.1M - 432 part#501Fully insured-$1.7M - 156 lives

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

Benefits portfolio analytics

1 plan / $1.7M premiums / 156 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Dental$95K
  • Life$23K
  • Long-term disability$17K
  • Other$14K
  • +1 more
Total $1.7M7 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

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

Retirement#001

BENTLEY SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN

403(b)

Assets$39.1M
Participants432
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

BENTLEY SCHOOL HEALTH AND WELFARE PLAN

Fully insured - BLUE CROSS OF CALIFORNIA

Premiums$1.7M
Covered lives156
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001BENTLEY SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN403(b)$39.1M4322025
  • BENTLEY SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN$39.1M
    #001 · 403(b) · 2025432

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501BENTLEY SCHOOL HEALTH AND WELFARE PLANFully insuredBLUE CROSS OF CALIFORNIA$1.7M1562025
  • BENTLEY SCHOOL HEALTH AND WELFARE PLAN$1.7M
    #501 · Fully insured · BLUE CROSS OF CALIFORNIA · 2025156
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica