PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MENLO COLLEGE
Sponsor portfolioTH

MENLO COLLEGE

EIN 94-3204136-higher education-Latest filing 2025
Plans
2
Retirement
1
$33.3M assets
Welfare
1
$1.7M premiums
Participants
499
1000 EL CAMINO REAL - ATHERTON, CA 94027650-543-3857menlo.eduLinkedIn51-200 employeeshigher education
Plans on this EIN
2 filings
#002403b-$33.3M - 376 part#501Fully Insured-$1.7M - 179 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 179 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Dental$144K
  • Vision$144K
  • Life$144K
  • Long-term disability$144K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • CALIFORNIA PHYSICIANS SERVICE50%
  • KAISER FOUNDATION HEALTH PLAN INC41%
  • METROPOLITAN LIFE INSURANCE COMPANY9%
Total $1.7M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SEQUOIA BENEFITS & INS SVCS LLC100%
Total $79K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MENLO COLLEGE 403(B) RETIREMENT PLAN

403b

Assets$33.3M
Participants376
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MENLO COLLEGE HEALTH AND WELFARE PLAN

Fully Insured - CALIFORNIA PHYSICIANS' SERVICE

Premiums$1.7M
Covered lives179
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MENLO COLLEGE 403(B) RETIREMENT PLAN403b$33.3M3762024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MENLO COLLEGE HEALTH AND WELFARE PLANFully InsuredCALIFORNIA PHYSICIANS' SERVICE$1.7M1792025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica