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Sponsor portfolioTH

OAKWOOD SCHOOL

EIN 95-1698608-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$63.2M assets
Welfare
1
$2.5M premiums
Participants
576
11600 MAGNOLIA BOULEVARD - NORTH HOLLYWOOD, CA 91601818-732-3000oakwoodschool.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403b-$63.2M - 397 part#501Fully Insured-$2.5M - 293 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 293 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Prescription drug$2.2M
  • Vision$1.5M
  • Other$165K
  • Dental$153K
  • Life$124K
  • +1 more
Total $2.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • BLUE CROSS OF CALIFORNIA61%
  • KAISER FOUNDATION HEALTH PLAN INC26%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY6%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • +2 more
Total $2.5M7 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $153K1 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

OAKWOOD SCHOOL 403(B) RETIREMENT PLAN

403b

Assets$63.2M
Participants397
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OAKWOOD SCHOOL WRAP BENEFIT PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$2.5M
Covered lives293
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OAKWOOD SCHOOL 403(B) RETIREMENT PLAN403b$63.2M3972024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OAKWOOD SCHOOL WRAP BENEFIT PLANFully InsuredBLUE CROSS OF CALIFORNIA$2.5M2932025
Retirement plans
Welfare plans
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