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Sponsor portfolioTH

VIEWPOINT EDUCATIONAL FOUNDATION

EIN 95-2242261-Educational Services-Latest filing 2025
Plans
2
Retirement
1
$83.5M assets
Welfare
1
$4.2M premiums
Participants
864
23620 MULHOLLAND HWY - CALABASAS, CA 913022060818-591-6500
Plans on this EIN
2 filings
#001403b-$83.5M - 584 part#501Fully Insured-$4.2M - 458 lives

Benefits portfolio analytics

1 plan / $4.2M premiums / 458 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.8M
  • Prescription drug$3.8M
  • Dental$354K
  • Other$351K
  • Vision$329K
  • Life$329K
  • +1 more
Total $4.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • BLUE CROSS OF CALIFORNIA56%
  • KAISER FOUNDATION HEALTH PLAN INC35%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
  • SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION1%
Total $4.2M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CENTERED INSURANCE SOLUTIONS, INC.100%
Total $185K1 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

VIEWPOINT EDUCATIONAL FOUNDATION 403(B)PLAN

403b

Assets$83.5M
Participants584
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VIEWPOINT EDUCATIONAL FOUNDATION WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$4.2M
Covered lives458
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VIEWPOINT EDUCATIONAL FOUNDATION 403(B)PLAN403b$83.5M5842025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VIEWPOINT EDUCATIONAL FOUNDATION WELFARE BENEFIT PLANFully InsuredBLUE CROSS OF CALIFORNIA$4.2M4582025
Retirement plans
Welfare plans
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