PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. SAGE OAK CHARTER SCHOOLS

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 47-4121914

SAGE OAK CHARTER SCHOOLS

1473 FORD STREET · REDLANDS, CA 92373
8884354445
Plans filed
1
Years active
2023–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$5.0M
No prior year
Persons covered
991
No prior year
Total participants
386
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$5.0M
SAGE OAK CHARTER HEALTH AND WELFARE BENEFIT PLAN
Fully insured991 covered·5 carriers
Primary: KAISER FOUNDATION HEALTH PLAN, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$4.6M46.5%
Prescription drug$4.6M46.5%
Dental$295K3.0%
Vision$270K2.7%
Life$64K0.6%
Other$64K0.6%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$2.7M54.8%11438
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
HRx
$1.9M37.9%11109
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DV
$270K5.4%11991
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LOth
$64K1.3%11388
SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION
EIN 952879515
D
$25K0.5%11375

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ABD INS. AND FINANCIAL SVCS., INC.SAN MATEO, CAKAISER FOUNDATION HEALTH PLAN, INC., SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION, UNITED OF OMAHA LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$252K$7K$258K82.1%1
BROWN & BROWN INSURANCE SERVICESORANGE, CASAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION, METROPOLITAN LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$13K$43K$56K17.9%1

History & trajectory

3 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica