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
Sponsor portfolio
GREAT HEARTS ACADEMIES
EIN 20-2036133civic & social organizationLatest filing 2025
Plans
2
Retirement
1
$50.1M assets
Welfare
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 filingsBenefits portfolio analytics
1 plan / $2.2M premiums / 3,678 covered livesCarrier market share
Premium dollars by Schedule A carrier
65%top
- DELTA DENTAL OF CALIFORNIA65%
- SYMETRA LIFE INSURANCE COMPANY26%
- METROPOLITAN LIFE INSURANCE COMPANY6%
- CURALINC HEALTHCARE2%
Broker market share
Schedule A broker compensation
49%top
- MARSH & MCLENNAN AGENCY LLC49%
- HUB INTERNATIONAL MIDWEST LIMITED47%
- JP GRIFFIN COMPANIES LLC3%
- LOVITT AND TOUCHE, INC.2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
GREAT HEARTS ACADEMIES 401(K) PLAN
401k
Assets$50.1M
Participants3,312
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GREAT HEARTS ACADEMIES EMPLOYEE BENEFIT PLAN
Mixed - DELTA DENTAL OF ARIZONA
Premiums$2.2M
Covered lives3,678
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GREAT HEARTS ACADEMIES 401(K) PLAN | 401k | $50.1M | 3,312 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GREAT HEARTS ACADEMIES EMPLOYEE BENEFIT PLAN | Mixed | DELTA DENTAL OF ARIZONA | $2.2M | 3,678 | 2025 |
Retirement plans
Welfare plans