# OAK GROVE BENEFIT PLAN

Health and welfare plan sponsored by **OAK GROVE INSTITUTE FOUNDATION INC.**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | OAK GROVE INSTITUTE FOUNDATION INC. |
| EIN | 330470446 |
| Plan number | 502 |
| Plan year | 2025 |
| Location | MURRIETA, CA |
| Industry | non-profit organization management |
| Funding | fully insured |
| Total premiums | $1.4M |
| Participants | 336 |
| Persons covered | 344 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| ANTHEM LIFE INSURANCE COMPANY | HMO, PPO |
| KAISER PERMANENTE | Health, Rx, HMO |
| AMERITAS LIFE INSURANCE CORP. | Dental, Vision |
| MUTUAL OF OMAHA INSURANCE COMPANY | Life, Other, STD |

## Brokers

| Broker | Placed with |
|---|---|
| DIGITAL INSURANCE LLC | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY |
| ONEDIGITAL EXPRESSLINK LLC | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY |
| DIGITAL INSURANCE LLC | KAISER FOUNDATION HEALTH PLAN INC. |
| DIGITAL INSURANCE LLC | AMERITAS LIFE INSURANCE CORP. |
| DIGITAL INSURANCE LLC | UNITED OF OMAHA LIFE INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/330470446-502
- Cite as: PlanOptica, https://planoptica.com/welfare/330470446-502
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers