PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Great Hearts Academies
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Great Hearts Academies

EIN 20-2036133-civic & social organization-Latest filing 2025
Plans
2
Retirement
1
$50.1M assets
Health & Benefits
1
$2.2M premiums
Participants
5,272
701 NORTH 44TH STREET - PHOENIX, AZ 85008602-438-7045LinkedIn1-10 employeescivic & social organization
Plans on this EIN
2 filings
#002401(k)-$50.1M - 3,312 part#501Mixed-$2.2M - 3,678 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $2.2M premiums / 3,678 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.5M
  • Other$634K
  • Life$579K
  • Short-term disability$579K
  • Long-term disability$579K
  • Vision$143K
Total $2.2M6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

GREAT HEARTS ACADEMIES 401(K) PLAN

401(k)

Assets$50.1M
Participants3,312
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

GREAT HEARTS ACADEMIES EMPLOYEE BENEFIT PLAN

Mixed - DELTA DENTAL OF ARIZONA

Premiums$2.2M
Covered lives3,678
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002GREAT HEARTS ACADEMIES 401(K) PLAN401(k)$50.1M3,3122024
  • GREAT HEARTS ACADEMIES 401(K) PLAN$50.1M
    #002 · 401(k) · 20243,312

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501GREAT HEARTS ACADEMIES EMPLOYEE BENEFIT PLANMixedDELTA DENTAL OF ARIZONA$2.2M3,6782025
  • GREAT HEARTS ACADEMIES EMPLOYEE BENEFIT PLAN$2.2M
    #501 · Mixed · DELTA DENTAL OF ARIZONA · 20253,678
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica