Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SCOPE EDUCATION SERVICES
EIN 11-2073576higher educationLatest filing 2025
Plans
7
Retirement
2
$19.9M assets
Welfare
5
$1.7M premiums
Participants
4,197
100 LAWRENCE AVENUE - SMITHTOWN, NY 117873618621-360-0800scopeonline.usLinkedIn1001-5000 employeeshigher education
Retirement portfolio analytics
2 plans aggregated / $19.9M assets / 3,594 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
5 plans / $1.7M premiums / 604 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Dental$70K
- Long-term disability$24K
- Life$13K
- Other$1K
Carrier market share
Premium dollars by Schedule A carrier
98%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY98%
- UNITED OF OMAHA LIFE INSURANCE COMPANY1%
- COMPANION LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
77%top
- HUB INTERNATIONAL MIDWEST LIMITED77%
- FNA INSURANCE SERVICES INC23%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
TAX-DEFERRED ANNUITY PLAN FOR SCOPE EDUCATION SERVICES
403b
Assets$10.1M
Participants2,872
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
RETIREMENT PLAN FOR SCOPE EDUCATION SERVICES
403b
Assets$9.9M
Participants722
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
MEDICAL
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.6M
Covered lives87
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
DENTAL
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$70K
Covered lives97
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
LONG TERM DISABILITY
Fully Insured - MUTUAL OF OMAHA INSURANCE COMPANY
Premiums$24K
Covered lives140
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
TERM LIFE
Fully Insured - COMPANION LIFE INSURANCE COMPANY
Premiums$12K
Covered lives140
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
ADD
Fully Insured - MUTUAL OF OMAHA INSURANCE COMPANY
Premiums$1K
Covered lives140
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TAX-DEFERRED ANNUITY PLAN FOR SCOPE EDUCATION SERVICES | 403b | $10.1M | 2,872 | 2025 | |
| 001 | RETIREMENT PLAN FOR SCOPE EDUCATION SERVICES | 403b | $9.9M | 722 | 2025 |
Welfare plans5
| 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 |
Retirement plans
Welfare plans