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Sponsor portfolio

ACTION DAY NURSERIES & PRIMARY P

EIN 94-2192499-Educational Services-Latest filing 2025
Plans
2
Retirement
1
$2.1M assets
Welfare
1
$1.5M premiums
Participants
255
3030 MOORPARK AVE - SAN JOSE, CA 95128408-244-1968LinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$2.1M - 128 part#502Mixed-$1.5M - 158 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 158 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Prescription drug$1.4M
  • Dental$109K
  • Vision$17K
  • Long-term disability$415
  • Other$415
Total $1.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • PREMIER ACCESS INSURANCE COMPANY7%
  • VISION SERVICE PLAN1%
  • SUN LIFE ASSURANCE COMPANY OF CANADA0%
Total $1.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • ACRISURE LLC88%
  • FILICE INSURANCE AGENCY12%
Total $84K2 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

ACTION DAY SCHOOLS 401(K) PLAN

401k

Assets$2.1M
Participants128
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ACTION DAY NURSERIES

Mixed - BLUE SHIELD OF CALIFORNIA - CALIFORNIA PHYSICIANS' SERVICE

Premiums$1.5M
Covered lives158
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ACTION DAY SCHOOLS 401(K) PLAN401k$2.1M1282025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ACTION DAY NURSERIESMixedBLUE SHIELD OF CALIFORNIA - CALIFORNIA PHYSICIANS' SERVICE$1.5M1582025
Retirement plans
Welfare plans
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