# OJAI VALLEY SCHOOL WELFARE PLAN

Health and welfare plan sponsored by **OJAI VALLEY SCHOOL**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | OJAI VALLEY SCHOOL |
| EIN | 951661099 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | OJAI, CA |
| Industry | primary/secondary education |
| Funding | fully insured |
| Total premiums | $1.8M |
| Participants | 100 |
| Persons covered | 154 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| BLUE SHIELD OF CALIFORNIA | Health, Rx |
| METLIFE LEGAL PLANS | Dental, Life, STD, LTD, Other |
| VISION SERVICE PLAN (VSP) | Vision |

## Brokers

| Broker | Placed with |
|---|---|
| MCGRIFF INSURANCE SERVICES INC | BLUE SHIELD OF CALIFORNIA |
| MARSH & MCLENNAN AGENCY LLC | BLUE SHIELD OF CALIFORNIA |
| MCGRIFF INSURANCE SERVICES INC | METROPOLITAN LIFE INSURANCE COMPANY |
| GIS BENEFIT INC | METROPOLITAN LIFE INSURANCE COMPANY |
| BOON CHAPMAN BENEFIT ADMINISTRATORS | METROPOLITAN LIFE INSURANCE COMPANY |
| MARSH & MCLENNAN AGENCY LLC | METROPOLITAN LIFE INSURANCE COMPANY |
| PATRICK KIRCHNER | METROPOLITAN LIFE INSURANCE COMPANY |
| GIS BENEFITS INC | METROPOLITAN LIFE INSURANCE COMPANY |
| MARSH & MCLENNAN AGENCY LLC | VISION SERVICE PLAN |
| MCGRIFF INSURANCE SERVICES INC | VISION SERVICE PLAN |
| ONEDIGITAL EXPRESSLINK LLC | VISION SERVICE PLAN |

## 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/951661099-501
- Cite as: PlanOptica, https://planoptica.com/welfare/951661099-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers