Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.9M
- Prescription drug$5.5M
- Dental$4.1M
- Other$148K
- Life$143K
- Long-term disability$143K
- +1 more
Sponsor portfolioTH
MENLO SCHOOL
EIN 94-3204137education managementLatest filing 2025
Plans
2
Retirement
1
$111.2M assets
Welfare
1
$6.1M premiums
Participants
749
50 VALPARAISO AVENUE - ATHERTON, CA 94027650-330-2001menloschool.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6.1M premiums / 426 covered livesCarrier market share
Premium dollars by Schedule A carrier
73%top
- AETNA LIFE INSURANCE COMPANY73%
- KAISER FOUNDATION HEALTH PLAN INC24%
- LIFE INSURANCE COMPANY OF NORTH AMERICA2%
- VISION SERVICE PLAN1%
- HALCYON BEHAVIORAL, LLC0%
Broker market share
Schedule A broker compensation
100%top
- VITA INSURANCE ASSOCIATES, INC.100%
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 SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
403b
Assets$111.2M
Participants529
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
MENLO SCHOOL
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$6.1M
Covered lives426
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MENLO SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | 403b | $111.2M | 529 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | MENLO SCHOOL | Fully Insured | AETNA LIFE INSURANCE COMPANY | $6.1M | 426 | 2025 |
Retirement plans
Welfare plans