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Sponsor portfolioTH

THE BUCKLEY SCHOOL

EIN 95-1750023-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$85.7M assets
Welfare
1
$3.4M premiums
Participants
656
3900 STANSBURY AVE - SHERMAN OAKS, CA 914234618818-461-6725buckley.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403b-$85.7M - 479 part#610Fully Insured-$3.4M - 179 lives

Benefits portfolio analytics

1 plan / $3.4M premiums / 179 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.3M
  • Prescription drug$3.3M
  • Dental$1.6M
  • Vision$41K
  • Life$41K
  • Long-term disability$34K
  • +2 more
Total $3.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • KAISER FOUNDATION HEALTH PLAN INC51%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY45%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA2%
  • VISION SERVICE PLAN1%
  • AFLAC1%
  • +1 more
Total $3.4M6 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • IMA, INC.93%
  • HUB INTERNATIONAL MIDWEST LIMITED6%
  • HEINZ SCHULMEISTER0%
  • DAWN A CHRISTENSEN0%
  • JULIE S KRAUS0%
  • +3 more
Total $192K8 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

THE BUCKLEY SCHOOL DEFINED CONTRIBUTION PLAN

403b

Assets$85.7M
Participants479
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#610

THE BUCKLEY SCHOOL HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$3.4M
Covered lives179
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE BUCKLEY SCHOOL DEFINED CONTRIBUTION PLAN403b$85.7M4792025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
610THE BUCKLEY SCHOOL HEALTH AND WELFARE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$3.4M1792025
Retirement plans
Welfare plans
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