PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. HEAD-ROYCE SCHOOL

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 94-1518656

HEAD-ROYCE SCHOOL

4315 LINCOLN AVENUE · OAKLAND, CA 94602
5105311300
Plans filed
1
Years active
2016–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$2.0M
No prior year
Persons covered
186
No prior year
Total participants
189
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$2.0M
HEAD-ROYCE SCHOOL WELFARE BENEFITS PLAN
Mixed186 covered·4 carriers
Primary: BLUE CROSS OF CALIFORNIA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.8M47.8%
Prescription drug$1.8M47.8%
Life$43K1.1%
Other$43K1.1%
Long-term disability$38K1.0%
Short-term disability$26K0.7%
Vision$16K0.4%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 953760980
HRx
$1.0M53.2%1177
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$795K40.6%11138
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$107K5.5%14186
VISION SERVICE PLAN
EIN 941632821
V
$16K0.8%11180

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
FILICE INSURANCE AGENCYCAMPBELL, CAUNITED OF OMAHA LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN INC., BLUE CROSS OF CALIFORNIA$79K$0$79K72.5%1
ACRISURE LLCSAN JOSE, CAUNITED OF OMAHA LIFE INSURANCE COMPANY, VISION SERVICE PLAN, KAISER FOUNDATION HEALTH PLAN INC., BLUE CROSS OF CALIFORNIA$25K$5K$30K27.5%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
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