Assets by plan
Share of aggregate retirement assets
Filings through .
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Scope Education Services
EIN 11-2073576higher educationLatest filing 2025
Plans
7
Retirement
2
$19.9M assets
Health & Benefits
5
$1.7M premiums
Participants
4,197
100 LAWRENCE AVENUE - SMITHTOWN, NY 117873618621-360-0800scopeonline.usLinkedIn1001-5000 employeeshigher education
Health & Benefits portfolio - carriers, brokers and premium across this company's 5 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $19.9M assets / 3,594 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
5 plans / $1.7M premiums / 604 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Dental$70K
- Long-term disability$24K
- Life$13K
- Other$1K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
TAX-DEFERRED ANNUITY PLAN FOR SCOPE EDUCATION SERVICES
403(b)
Assets$10.1M
Participants2,872
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
RETIREMENT PLAN FOR SCOPE EDUCATION SERVICES
403(b)
Assets$9.9M
Participants722
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504
MEDICAL
Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.6M
Covered lives87
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505
DENTAL
Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$70K
Covered lives97
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
LONG TERM DISABILITY
Fully insured - MUTUAL OF OMAHA INSURANCE COMPANY
Premiums$24K
Covered lives140
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
TERM LIFE
Fully insured - COMPANION LIFE INSURANCE COMPANY
Premiums$12K
Covered lives140
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
ADD
Fully insured - MUTUAL OF OMAHA INSURANCE COMPANY
Premiums$1K
Covered lives140
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | TAX-DEFERRED ANNUITY PLAN FOR SCOPE EDUCATION SERVICES | 403(b) | $10.1M | 2,872 | 2025 |
| #001 | RETIREMENT PLAN FOR SCOPE EDUCATION SERVICES | 403(b) | $9.9M | 722 | 2025 |
- #002 · 403(b) · 20252,872
- #001 · 403(b) · 2025722
Health & Benefits plans
5 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #504 | MEDICAL | Fully insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.6M | 87 | 2025 |
| #505 | DENTAL | Fully insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $70K | 97 | 2025 |
| #501 | LONG TERM DISABILITY | Fully insured | MUTUAL OF OMAHA INSURANCE COMPANY | $24K | 140 | 2025 |
| #502 | TERM LIFE | Fully insured | COMPANION LIFE INSURANCE COMPANY | $12K | 140 | 2025 |
| #503 | ADD | Fully insured | MUTUAL OF OMAHA INSURANCE COMPANY | $1K | 140 | 2025 |
- MEDICAL$1.6M#504 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 202587
- DENTAL$70K#505 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 202597
- #501 · Fully insured · MUTUAL OF OMAHA INSURANCE COMPANY · 2025140
- TERM LIFE$12K#502 · Fully insured · COMPANION LIFE INSURANCE COMPANY · 2025140
- ADD$1K#503 · Fully insured · MUTUAL OF OMAHA INSURANCE COMPANY · 2025140
Retirement plans
Health & Benefits plans