PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. AMPLIFY EDUCATION, INC.
Sponsor portfolio

AMPLIFY EDUCATION, INC.

EIN 13-4125483-Information-Latest filing 2024
Plans
2
Retirement
1
$169.0M assets
Welfare
1
$1.5M premiums
Participants
4,134
55 WASHINGTON STREET SUITE 800 - BROOKLYN, NY 11201212-796-2200
Plans on this EIN
2 filings
#001401k-$169.0M - 2,323 part#502Mixed-$1.5M - 2,453 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 2,453 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$592K
  • Health$482K
  • Life$254K
  • Long-term disability$234K
  • Dental$200K
  • Vision$200K
Total $1.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY44%
  • KAISER FOUNDATION HEALTH PLAN INC27%
  • METROPOLITAN LIFE INSURANCE COMPANY15%
  • AETNA LIFE INSURANCE COMPANY13%
  • FOR THE HEALTH AND HUMAN RESOURCE CENTER0%
Total $1.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
53%top
  • HUB INTERNATIONAL MIDWEST LIMITED53%
  • JAMES R NELLIGAN & ASSOCIATES LLC47%
  • NFP INSURANCE SERVICES INC0%
Total $92K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

AMPLIFY EDUCATION, INC. 401(K) PLAN

401k

Assets$169.0M
Participants2,323
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

AMPLIFY EDUCATION, INC. HEALTH & WELFARE BENEFITS PLAN

Mixed - LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK

Premiums$1.5M
Covered lives2,453
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AMPLIFY EDUCATION, INC. 401(K) PLAN401k$169.0M2,3232024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502AMPLIFY EDUCATION, INC. HEALTH & WELFARE BENEFITS PLANMixedLINCOLN LIFE & ANNUITY COMPANY OF NEW YORK$1.5M2,4532024
Retirement plans
Welfare plans
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