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Sponsor portfolio

NEW ROADS SCHOOL

EIN 95-4823489-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$11.9M assets
Welfare
1
$1.9M premiums
Participants
399
3131 OLYMPIC BLVD. - SANTA MONICA, CA 90404310-828-5582newroads.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403b-$11.9M - 279 part#501Fully Insured-$1.9M - 150 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 150 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Other$152K
  • Dental$124K
  • Life$124K
  • Long-term disability$124K
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • CALIFORNIA PHYSICIANS SERVICE91%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
  • EYEMED VISION CARE1%
Total $1.9M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $92K1 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

NEW ROADS SCHOOL 403(B) PLAN

403b

Assets$11.9M
Participants279
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NEW ROADS SCHOOL WRAP BENEFIT PLAN

Fully Insured - CALIFORNIA PHYSICIANS' SERVICE

Premiums$1.9M
Covered lives150
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NEW ROADS SCHOOL 403(B) PLAN403b$11.9M2792025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NEW ROADS SCHOOL WRAP BENEFIT PLANFully InsuredCALIFORNIA PHYSICIANS' SERVICE$1.9M1502025
Retirement plans
Welfare plans
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