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Sponsor portfolio

FRENCH AND MONTESSORI EDUCATION INC.

EIN 20-3694026-Educational Services-Latest filing 2025
Plans
3
Retirement
1
$1.1M assets
Welfare
2
$220K premiums
Participants
674
428 BROADWAY ST. - NEW ORLEANS, LA 70118504-494-1896
Plans on this EIN
3 filings
#001403b-$1.1M - 121 part#501Fully Insured-$151K - 368 lives#502Fully Insured-$69K - 185 lives

Benefits portfolio analytics

2 plans / $220K premiums / 553 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$151K
  • Vision$151K
  • Life$69K
  • Short-term disability$69K
  • Long-term disability$69K
  • Other$69K
Total $220K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • UNITEDHEALTHCARE INSURANCE COMPANY68%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA32%
Total $220K2 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • HM BENEFITS LLC87%
  • SOUTHERN NATL MKTG COMPANY13%
Total $28K2 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

AUDUBON SCHOOLS 403(B) PLAN

403b

Assets$1.1M
Participants121
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FRENCH AND MONTESSORI EDUCATION INC. DENTAL AND VISION PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$151K
Covered lives368
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

FRENCH AND MONTESSORI EDUCATION INC. LIFE AND DISABILITY PLAN

Fully Insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$69K
Covered lives185
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AUDUBON SCHOOLS 403(B) PLAN403b$1.1M1212025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FRENCH AND MONTESSORI EDUCATION INC. DENTAL AND VISION PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$151K3682025
502FRENCH AND MONTESSORI EDUCATION INC. LIFE AND DISABILITY PLANFully InsuredEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$69K1852025
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