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Filings through Oct 24, 2026.

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Menlo School

EIN 94-3204137-education management-Latest filing 2025
Plans
2
Retirement
1
$124.6M assets
Health & Benefits
1
$6.1M premiums
Participants
762
50 VALPARAISO AVENUE - ATHERTON, CA 940274401650-330-2000menloschool.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filings
#002403(b)-$124.6M - 542 part#504Fully insured-$6.1M - 426 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $6.1M premiums / 426 covered lives

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
Total $6.1M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

MENLO SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

403(b)

Assets$124.6M
Participants542
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504

MENLO SCHOOL

Fully insured - AETNA LIFE INSURANCE COMPANY

Premiums$6.1M
Covered lives426
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002MENLO SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN403(b)$124.6M5422025
  • MENLO SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN$124.6M
    #002 · 403(b) · 2025542

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#504MENLO SCHOOLFully insuredAETNA LIFE INSURANCE COMPANY$6.1M4262025
  • MENLO SCHOOL$6.1M
    #504 · Fully insured · AETNA LIFE INSURANCE COMPANY · 2025426
Retirement plans
Health & Benefits plans

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