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
Sponsor portfolio
BENTLEY SCHOOL, INC.
EIN 94-1700304primary/secondary educationLatest filing 2025
Plans
2
Retirement
1
$39.1M assets
Welfare
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 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 156 covered livesCarrier market share
Premium dollars by Schedule A carrier
57%top
- BLUE CROSS OF CALIFORNIA57%
- KAISER FOUNDATION HEALTH PLAN INC34%
- DELTA DENTAL OF CALIFORNIA5%
- LIFE INSURANCE COMPANY OF NORTH AMERICA3%
- VISION SERVICE PLAN1%
- +2 more
Broker market share
Schedule A broker compensation
60%top
- IMA, INC.60%
- HUB INTERNATIONAL MIDWEST LIMITED39%
- GCG FINANCIAL LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BENTLEY SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN
403b
Assets$39.1M
Participants432
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BENTLEY SCHOOL HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$1.7M
Covered lives156
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BENTLEY SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN | 403b | $39.1M | 432 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BENTLEY SCHOOL HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $1.7M | 156 | 2025 |
Retirement plans
Welfare plans