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Sponsor portfolio

OAKS CHRISTIAN SCHOOL

EIN 95-4656912-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$40.9M assets
Welfare
1
$4.4M premiums
Participants
740
31749 LA TIENDA DRIVE - WESTLAKE VILLAGE, CA 913624010818-575-9208oakschristian.orgLinkedIn201-500 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403b-$40.9M - 443 part#501Fully Insured-$4.4M - 544 lives

Benefits portfolio analytics

1 plan / $4.4M premiums / 544 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.2M
  • Prescription drug$4.2M
  • Dental$3.0M
  • Life$102K
  • Long-term disability$102K
  • Other$102K
  • +1 more
Total $4.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • BLUE CROSS OF CALIFORNIA69%
  • KAISER FOUNDATION HEALTH PLAN INC28%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • EYEMED VISION CARE1%
Total $4.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • IMA, INC.73%
  • HUB INTERNATIONAL MIDWEST LIMITED22%
  • GIS BENEFITS INC3%
  • PATRICK KIRCHNER2%
Total $225K4 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

OAKS CHRISTIAN SCHOOL 403(B) PLAN

403b

Assets$40.9M
Participants443
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OAKS CHRISTIAN SCHOOL HEALTH & WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$4.4M
Covered lives544
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OAKS CHRISTIAN SCHOOL 403(B) PLAN403b$40.9M4432024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OAKS CHRISTIAN SCHOOL HEALTH & WELFARE BENEFITS PLANFully InsuredBLUE CROSS OF CALIFORNIA$4.4M5442025
Retirement plans
Welfare plans
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