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Sponsor portfolioWelfare / HealthEIN 33-0901351

JSERRA CATHOLIC HIGH SCHOOL

26351 JUNIPERO SERRA ROAD · SAN JUAN CAPISTRANO, CA 92675
9494939307
Plans filed
1
Years active
2015–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$262K
No prior year
Persons covered
181
No prior year
Total participants
191
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$262K
JSERRA CATHOLIC HIGH SCHOOL WRAP BENEFITS PLAN
Mixed181 covered·2 carriers
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$170K57.3%
Life$35K11.8%
Other$35K11.8%
Long-term disability$26K8.8%
Vision$20K6.8%
Short-term disability$11K3.6%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
DVLSTDLTDOth
$261K99.6%16181
CALIFORNIA PHYSICIANS SERVICE
EIN 930954061
D
$1K0.4%1123

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.GLENDALE, CAUNITED OF OMAHA LIFE INSURANCE COMPANY, CALIFORNIA DENTAL NETWORK$28K$10K$38K90.4%1
FMLASOURCE INCCHICAGO, ILUNITED OF OMAHA LIFE INSURANCE COMPANY$0$4K$4K9.6%1

History & trajectory

11 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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