PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. OPTIONS FOR LEARNING
Sponsor portfolio

OPTIONS FOR LEARNING

EIN 95-3602641-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$23.9M assets
Welfare
1
$7.0M premiums
Participants
2,138
2934 E GARVEY AVE S STE 301 - WEST COVINA, CA 917912192626-967-7848optionsforlearning.orgLinkedIn501-1000 employeesindividual & family services
Plans on this EIN
2 filings
#002401k-$23.9M - 1,178 part#501Fully Insured-$7.0M - 953 lives

Benefits portfolio analytics

1 plan / $7.0M premiums / 953 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.1M
  • Prescription drug$6.1M
  • Dental$554K
  • Vision$554K
  • Other$250K
  • Life$176K
  • +2 more
Total $7.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • KAISER FOUNDATION HEALTH PLAN INC57%
  • AETNA LIFE INSURANCE COMPANY30%
  • PRINCIPAL LIFE INSURANCE COMPANY8%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
Total $7.0M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BENEFITS AMERICA INSURANCE SERVICES100%
Total $453K1 slice

Plan deep-dives

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

OPTIONS FOR LEARNING 403(B) PLAN

401k

Assets$23.9M
Participants1,178
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OPTIONS EMPLOYEE WELFARE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$7.0M
Covered lives953
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002OPTIONS FOR LEARNING 403(B) PLAN401k$23.9M1,1782025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OPTIONS EMPLOYEE WELFARE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC.$7.0M9532025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica