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Sponsor portfolioTH

OJAI VALLEY SCHOOL, INC.

EIN 95-1661099-primary/secondary education-Latest filing 2025
Plans
3
Retirement
2
$18.0M assets
Welfare
1
$1.8M premiums
Participants
426
723 EL PASEO ROAD - OJAI, CA 930232454805-640-2575ovs.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
3 filings
#001403b-$10.4M - 228 part#002403b-$7.6M - 98 part#501Fully Insured-$1.8M - 154 lives

Retirement portfolio analytics

2 plans aggregated / $18.0M assets / 326 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • PROFIT SHARING PLAN (#001)58%
  • VOLUNTARY RETIREMENT PLAN (#002)42%
Total $18.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)228
  • VOLUNTARY RETIREMENT PLAN (#002)98
Total 326Click row to drill in

Benefits portfolio analytics

1 plan / $1.8M premiums / 154 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Other$176K
  • Dental$141K
  • Life$141K
  • Short-term disability$141K
  • +2 more
Total $1.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • METROPOLITAN LIFE INSURANCE COMPANY10%
  • VISION SERVICE PLAN1%
Total $1.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • MCGRIFF INSURANCE SERVICES INC56%
  • MARSH & MCLENNAN AGENCY LLC22%
  • GIS BENEFITS INC11%
  • BOON CHAPMAN BENEFIT ADMINISTRATORS7%
  • PATRICK KIRCHNER4%
  • +1 more
Total $102K6 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

OJAI VALLEY SCHOOL, INC. PROFIT SHARING PLAN

403b

Assets$10.4M
Participants228
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

OJAI VALLEY SCHOOL EMPLOYEE VOLUNTARY RETIREMENT PLAN

403b

Assets$7.6M
Participants98
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OJAI VALLEY SCHOOL WELFARE PLAN

Fully Insured - BLUE SHIELD OF CALIFORNIA

Premiums$1.8M
Covered lives154
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001OJAI VALLEY SCHOOL, INC. PROFIT SHARING PLAN403b$10.4M2282025
002OJAI VALLEY SCHOOL EMPLOYEE VOLUNTARY RETIREMENT PLAN403b$7.6M982025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OJAI VALLEY SCHOOL WELFARE PLANFully InsuredBLUE SHIELD OF CALIFORNIA$1.8M1542025
Retirement plans
Welfare plans
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