PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. THE BUCKLEY 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 95-1750023

THE BUCKLEY SCHOOL

3900 STANSBURY AVENUE · SHERMAN OAKS, CA 91423
8187831610
Plans filed
5
Years active
2016–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$3.4M
No prior year
Persons covered
179
No prior year
Total participants
177
No prior year
Plans filed
5
No prior year

Plans under this sponsor

5 plans
Plan #610$3.4M
THE BUCKLEY SCHOOL HEALTH AND WELFARE BENEFIT PLAN
Fully insured179 covered·6 carriers
Primary: KAISER FOUNDATION HEALTH PLAN, INC.
Plan #604$113K
THE BUCKLEY SCHOOL-DENTAL PLAN
Fully insured151 covered·1 carrier
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY
Plan #601$32K
THE BUCKLEY SCHOOL-GROUP LIFE INSURANCE
Fully insured171 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #607$25K
THE BUCKLEY SCHOOL-LONG TERM DISABILITY
Fully insured171 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #608$24K
THE BUCKLEY SCHOOL-VISION PLAN
Fully insured153 covered·1 carrier
Primary: VISION SERVICE PLAN

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.3M39.6%
Prescription drug$3.3M39.6%
Dental$1.6M18.8%
Vision$41K0.5%
Life$41K0.5%
Long-term disability$34K0.4%
Other$22K0.3%
Short-term disability$17K0.2%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$1.7M51.1%11179
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
HRxD
$1.5M45.3%11147
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LLTDOth
$77K2.3%13177
VISION SERVICE PLAN
EIN 941632821
V
$24K0.7%11136
AFLAC
EIN 822723296
DVSTDOth
$17K0.5%1129
HOLMAN FAMILY COUNSELING, INC.
EIN 953966486
Oth
$2K0.1%11174

Broker overview

32 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
IMA, INC.PASADENA, CACIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES ('CIGNA'), KAISER FOUNDATION HEALTH PLAN, INC., VISION SERVICE PLAN, HOLMAN FAMILY COUNSELING, INC.$178K$137$178K92.8%1
HUB INTERNATIONAL MIDWEST LIMITEDPASADENA, CACIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES ('CIGNA'), LIFE INSURANCE COMPANY OF NORTH AMERICA$12K$0$12K6.3%1
HEINZ SCHULMEISTERSEAL BEACH, CAAFLAC$785$0$7850.4%1
DAWN A CHRISTENSENNEWHALL, CAAFLAC$267$0$2670.1%1
JULIE S KRAUSMOORPARK, CAAFLAC$245$0$2450.1%1
ANNETTE L. BURNSCASTAIC, CAAFLAC$159$0$1590.1%1
JACOB BURNS INC.LONG BEACH, CAAFLAC$155$0$1550.1%1
JOSEPH L. AGAGONLONG BEACH, CAAFLAC$137$0$1370.1%1
STEVEN R. JOHNSONTORRANCE, CAAFLAC$98$0$980.1%1
OLENA K SHEANEW YORK, NYAFLAC$60$0$600.0%1
ADAM H MICHAELSLOS ANGELES, CAAFLAC$59$0$590.0%1
RENEE SUZANNE CORSOENCINO, CAAFLAC$34$0$340.0%1
JANELLE M ZAMORALONG BEACH, CAAFLAC$32$0$320.0%1
CAROLYNN NOVAK PERNETTNEWBURY PARK, CAAFLAC$29$0$290.0%1
JOSEPH A BUZZELLOSCOTTSDALE, AZAFLAC$27$0$270.0%1
GEORGE E ARBIDSTEVENSON RANCH, CAAFLAC$27$0$270.0%1
DAVID HERNANDEZTORRANCE, CAAFLAC$24$0$240.0%1
RANDI MARA RAWLINSLOS ANGELES, CAAFLAC$24$0$240.0%1
KARI S. TAMKELONG BEACH, CAAFLAC$22$0$220.0%1
CN BENEFITS INCNEWBURY PARK, CAAFLAC$21$0$210.0%1
CHRISTOPHER HAGERRANCHO MIRAGE, CAAFLAC$13$0$130.0%1
RENE CASTROLONG BEACH, CAAFLAC$13$0$130.0%1
USI INSURANCE SERVICES LLCCONCORD, CAAFLAC$10$0$100.0%1
TOMMY L JOHNSON JRLOS ANGELES, CAAFLAC$9$0$90.0%1
MICHAEL C WALKERCHICAGO, ILAFLAC$9$0$90.0%1
DAVID BRYANTLOS ANGELES, CAAFLAC$8$0$80.0%1
GARY SCOTT NELLISTOLUCA LAKE, CAAFLAC$7$0$70.0%1
JOSEPH A NASCABARRINGTON, ILAFLAC$6$0$60.0%1
KATRINA LAFATALONG BEACH, CAAFLAC$3$0$30.0%1
WILLIS TOWERS WATSON US LLCFORT LAUDERDALE, FLAFLAC$2$0$20.0%1
ALLISON FARRIS WENDELBERGERWALNUT CREEK, CAAFLAC$1$0$10.0%1
GCG FINANCIAL LLCDEERFIELD, ILLIFE INSURANCE COMPANY OF NORTH AMERICA$0-$524-$524-0.3%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