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  2. FAIRMONT SCHOOLS, INC.
Sponsor portfolio

FAIRMONT SCHOOLS, INC.

EIN 95-3046467-e-learning-Latest filing 2025
Plans
2
Retirement
1
$32.5M assets
Welfare
1
$4.2M premiums
Participants
1,293
1575 WEST MABLE - ANAHEIM, CA 92802714-234-2712LinkedIn201-500 employeese-learning
Plans on this EIN
2 filings
#002401k-$32.5M - 889 part#502Fully Insured-$4.2M - 535 lives

Benefits portfolio analytics

1 plan / $4.2M premiums / 535 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.8M
  • Prescription drug$3.8M
  • Dental$226K
  • Other$111K
  • Life$103K
  • Short-term disability$103K
  • +2 more
Total $4.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • CALIFORNIA PHYSICIANS SERVICE53%
  • KAISER FOUNDATION HEALTH PLAN INC38%
  • DELTA DENTAL OF CALIFORNIA5%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
  • EYEMED VISION CARE1%
  • +1 more
Total $4.2M6 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • THE BALDWIN GROUP WEST LLC97%
  • BURNHAM BENEFITS INSURANCE SERVICES3%
Total $165K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ISP PRIVATE SCHOOLS 401(K) PROFIT SHARING PLAN

401k

Assets$32.5M
Participants889
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

FAIRMONT SCHOOLS, INC. HEALTH AND WELFARE PLAN

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$4.2M
Covered lives535
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ISP PRIVATE SCHOOLS 401(K) PROFIT SHARING PLAN401k$32.5M8892025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502FAIRMONT SCHOOLS, INC. HEALTH AND WELFARE PLANFully InsuredCALIFORNIA PHYSICIANS SERVICE$4.2M5352025
Retirement plans
Welfare plans
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