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Sponsor portfolioWelfare / HealthEIN 33-0729698

SAGE HILL SCHOOL

20402 NEWPORT COAST DR · NEWPORT COAST, CA 92657
9492190100
Plans filed
1
Years active
2017–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$1.3M
No prior year
Persons covered
181
No prior year
Total participants
117
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.3M
SAGE HILL SCHOOL WELFARE BENEFIT PLAN
Fully insured181 covered·4 carriers
Primary: CALIFORNIA PHYSICIANS SERVICE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.1M35.5%
Prescription drug$1.1M35.5%
Other$172K5.5%
Dental$153K4.9%
Vision$145K4.7%
Life$145K4.7%
Short-term disability$145K4.7%
Long-term disability$145K4.7%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CALIFORNIA PHYSICIANS SERVICE
EIN 940360524
HRx
$1.1M86.1%11168
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DVLSTDLTDOth
$145K11.3%11181
RELIASTAR LIFE INSURANCE COMPANY
EIN 410451140
Oth
$27K2.1%11111
SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION
EIN 952879515
D
$7K0.6%1161

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
DIGITAL INSURANCE LLCATLANTA, GARELIASTAR LIFE INSURANCE COMPANY, CALIFORNIA PHYSICIANS SERVICE, SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION, METROPOLITAN LIFE INSURANCE COMPANY$31K$74K$105K92.6%1
CENTRO BENEFITS RESEARCH LLCKIRKWOOD, MOSAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION, METROPOLITAN LIFE INSURANCE COMPANY$7K$2K$8K7.4%1

History & trajectory

9 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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