Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$252K
- Vision$252K
- Life$178K
- Other$178K
- Short-term disability$159K
- Long-term disability$159K
Sponsor portfolioTH
SPONSORS FOR EDUCATIONAL OPPORTUNITY
EIN 13-2578670Latest filing 2025
Plans
10
Retirement
1
$19.6M assets
Welfare
9
$1.2M premiums
Participants
2,056
55 EXCHANGE PLACE, FLOOR 6 - NEW YORK, NY 10005212-979-2040
Plans on this EIN
10 filings#001403b-$19.6M - 391 part#502Fully Insured-$252K - 197 lives#506Fully Insured-$252K - 197 lives#503Fully Insured-$178K - 227 lives#504Fully Insured-$178K - 227 lives#505Fully Insured-$159K - 227 lives#508Fully Insured-$159K - 227 lives#501Self Funded-0 lives#507Self Funded-0 lives#509Self Funded-0 lives
Benefits portfolio analytics
9 plans / $1.2M premiums / 1,302 covered livesCarrier market share
Premium dollars by Schedule A carrier
57%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA57%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY43%
Broker market share
Schedule A broker compensation
61%top
- WILLIS TOWERS WATSON US LLC61%
- DAVID J MCCLELLAN23%
- PROFESSIONAL PENSIONS INC17%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SPONSORS FOR EDUCATIONAL OPPORTUNITY 403(B) PLAN
403b
Assets$19.6M
Participants391
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
DENTAL PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$252K
Covered lives197
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
VISION PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$252K
Covered lives197
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
LIFE INSURANCE PLAN
Fully Insured - FIRST UNUM LIFE INSURANCE COMPANY
Premiums$178K
Covered lives227
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
ACCIDENTAL DEATH AND DISMEMBERMENT PLAN
Fully Insured - FIRST UNUM LIFE INSURANCE COMPANY
Premiums$178K
Covered lives227
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
LONG TERM DISABILITY PLAN
Fully Insured - FIRST UNUM LIFE INSURANCE COMPANY
Premiums$159K
Covered lives227
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508
SHORT TERM DISABILITY PLAN
Fully Insured - FIRST UNUM LIFE INSURANCE COMPANY
Premiums$159K
Covered lives227
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
MEDICAL AND PRESCRIPTION DRUG PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
HEALTH REIMBURSEMENT ARRANGEMENT
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509
FLEXIBLE SPENDING ACCOUNT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SPONSORS FOR EDUCATIONAL OPPORTUNITY 403(B) PLAN | 403b | $19.6M | 391 | 2024 |
Welfare plans9
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | DENTAL PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $252K | 197 | 2025 | |
| 506 | VISION PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $252K | 197 | 2025 | |
| 503 | LIFE INSURANCE PLAN | Fully Insured | FIRST UNUM LIFE INSURANCE COMPANY | $178K | 227 | 2025 | |
| 504 | ACCIDENTAL DEATH AND DISMEMBERMENT PLAN | Fully Insured | FIRST UNUM LIFE INSURANCE COMPANY | $178K | 227 | 2025 | |
| 505 | LONG TERM DISABILITY PLAN | Fully Insured | FIRST UNUM LIFE INSURANCE COMPANY | $159K | 227 | 2025 | |
| 508 | SHORT TERM DISABILITY PLAN | Fully Insured | FIRST UNUM LIFE INSURANCE COMPANY | $159K | 227 | 2025 | |
| 501 | MEDICAL AND PRESCRIPTION DRUG PLAN | Self Funded | - | $0 | 0 | 2025 | |
| 507 | HEALTH REIMBURSEMENT ARRANGEMENT | Self Funded | - | $0 | 0 | 2025 | |
| 509 | FLEXIBLE SPENDING ACCOUNT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans