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Sponsor portfolioWelfare / HealthEIN 91-0814431

THE OVERLAKE SCHOOL

20301 NE 108TH STREET · REDMOND, WA 98053
4258681000
Plans filed
1
Years active
2016–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$1.9M
No prior year
Persons covered
212
No prior year
Total participants
125
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.9M
THE OVERLAKE SCHOOL EMPLOYEE BENEFIT PLAN
Fully insured212 covered·5 carriers
Primary: KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.6M41.9%
Prescription drug$1.6M41.9%
Dental$149K3.9%
Life$112K2.9%
Short-term disability$112K2.9%
Long-term disability$112K2.9%
Other$112K2.9%
Vision$18K0.5%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 911467158
HRx
$1.6M85.1%12163
DELTA DENTAL OF CALIFORNIA
EIN 910621480
D
$149K7.9%11212
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDOth
$112K6.0%11125
VISION SERVICE PLAN
EIN 237089668
V
$18K1.0%11118

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
PROPEL INSURANCE AGENCY, LLCSEATTLE, WAKAISER FOUNDATION HEALTH PLAN OF WASHINGTON, SUN LIFE ASSURANCE COMPANY OF CANADA, DELTA DENTAL OF WASHINGTON, KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC., VISION SERVICE PLAN$78K$0$78K96.1%1
WATCHTOWER TECHNOLOGIES INCCHICAGO, ILSUN LIFE ASSURANCE COMPANY OF CANADA, VISION SERVICE PLAN$83$1K$2K1.9%1
GCG FINANCIAL LLCNEW YORK, NYSUN LIFE ASSURANCE COMPANY OF CANADA$0$2K$2K1.9%1

History & trajectory

10 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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