Form 5500 · Employee benefit plan · ALISO VIEJO, CA
OXFORD PREPARATORY ACADEMY
OXFORD PREPARATORY ACADEMY of ALISO VIEJO, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is VARIOUS - SEE ATTACHED. Coverage is written through CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA) and 3 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-1342162 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 4 insured contracts covering health, dental, vision and life; the largest, with CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA), covers 102 people.
Reported premium across the insured contracts is $1,446,499, with $10,281 in disclosed broker commissions — about 0.7% of premium.
The most recent policy period ended in June, and the plan year ends June 30. Group contracts typically renew on that annual cycle.
VARIOUS - SEE ATTACHED is the broker of record on 1 of the 4 contracts; the rest name a different broker or none.
4 carriers appear on the filing — CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA), KAISER FOUNDATION HEALTH PLAN INC., THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and COLONIAL LIFE & ACCIDENT INSURANCE COMPANY — with CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA) writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | Life | 32 | June | $43,817 | $9,830 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life | 151 | June | $129,853 | $451 |
| CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA) | Health | 102 | June | $791,991 | $0 |
| KAISER FOUNDATION HEALTH PLAN INC. | Health | 86 | June | $480,838 | $0 |
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