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Sponsor portfolioWelfare / HealthEIN 95-1661099

OJAI VALLEY SCHOOL

723 EL PASEO ROAD · OJAI, CA 93023
8056402575
Plans filed
1
Years active
2016–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$1.8M
No prior year
Persons covered
154
No prior year
Total participants
100
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.8M
OJAI VALLEY SCHOOL WELFARE PLAN
Fully insured154 covered·3 carriers
Primary: BLUE SHIELD OF CALIFORNIA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.6M40.4%
Prescription drug$1.6M40.4%
Other$176K4.5%
Dental$141K3.6%
Life$141K3.6%
Short-term disability$141K3.6%
Long-term disability$141K3.6%
Vision$14K0.4%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 940360524
HRx
$1.6M89.3%11124
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DLSTDLTDOth
$176K9.9%14154
VISION SERVICE PLAN
EIN 941632821
V
$14K0.8%11121

Broker overview

6 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MCGRIFF INSURANCE SERVICES INCSAN DIEGO, CABLUE SHIELD OF CALIFORNIA, METROPOLITAN LIFE INSURANCE COMPANY, VISION SERVICE PLAN$13K$45K$57K56.2%1
MARSH & MCLENNAN AGENCY LLCSAN DIEGO, CABLUE SHIELD OF CALIFORNIA, METROPOLITAN LIFE INSURANCE COMPANY, VISION SERVICE PLAN$5K$17K$22K21.6%1
GIS BENEFITS INCMORRIS, ILMETROPOLITAN LIFE INSURANCE COMPANY$9K$2K$11K10.7%1
BOON CHAPMAN BENEFIT ADMINISTRATORSAUSTIN, TXMETROPOLITAN LIFE INSURANCE COMPANY$0$7K$7K7.0%1
PATRICK KIRCHNERMORRIS, ILMETROPOLITAN LIFE INSURANCE COMPANY$4K$831$5K4.4%1
ENROLLEASELAS VEGAS, NVVISION SERVICE PLAN$30$0$300.0%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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