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Sponsor portfolioTH

SAN FRANCISCO DAY SCHOOL

EIN 94-2570257-e-learning-Latest filing 2025
Plans
2
Retirement
1
$35.5M assets
Welfare
1
$1.5M premiums
Participants
435
350 MASONIC AVENUE - SAN FRANCISCO, CA 94118415-931-2422sfdataschool.comLinkedIn1-10 employeese-learning
Plans on this EIN
2 filings
#001403b-$35.5M - 312 part#501Fully Insured-$1.5M - 119 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 119 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Prescription drug$595K
  • Other$43K
  • Dental$29K
  • Vision$29K
  • Life$18K
  • +2 more
Total $1.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • KAISER FOUNDATION HEALTH PLAN INC54%
  • CALIFORNIA PHYSICIANS SERVICE39%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
Total $1.5M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ACRISURE LLC100%
Total $94K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SAN FRANCISCO DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$35.5M
Participants312
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SAN FRANCISCO DAY SCHOOL WELFARE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$1.5M
Covered lives119
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAN FRANCISCO DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN403b$35.5M3122024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SAN FRANCISCO DAY SCHOOL WELFARE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$1.5M1192025
Retirement plans
Welfare plans
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