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Sponsor portfolio

SIERRA CANYON HIGH SCHOOL FOUNDATION

EIN 95-4823704-education management-Latest filing 2025
Plans
2
Retirement
1
$26.7M assets
Welfare
1
$3.3M premiums
Participants
442
11052 INDEPENDENCE AVE - CHATSWORTH, CA 91311818-882-8121LinkedIn11-50 employeeseducation management
Plans on this EIN
2 filings
#001401k-$26.7M - 259 part#502Mixed-$3.3M - 183 lives

Benefits portfolio analytics

1 plan / $3.3M premiums / 183 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.2M
  • Long-term disability$29K
  • Life$26K
  • Other$26K
  • Short-term disability$23K
  • Vision$20K
Total $3.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • AETNA LIFE INSURANCE COMPANY97%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
  • VISION SERVICE PLAN1%
Total $3.3M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $180K1 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

SIERRA CANYON FOUNDATION 401(K) PLAN

401k

Assets$26.7M
Participants259
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SIERRA CANYON HIGH SCHOOL FOUNDATION MEDICAL PLAN

Mixed - AETNA

Premiums$3.3M
Covered lives183
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SIERRA CANYON FOUNDATION 401(K) PLAN401k$26.7M2592025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SIERRA CANYON HIGH SCHOOL FOUNDATION MEDICAL PLANMixedAETNA$3.3M1832025
Retirement plans
Welfare plans
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